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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,989 | $117,846-37.2% | $102,434-27.8% | $145,884-49.3% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 13.39% | 31.90%-18.5pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,943 | $3,615-46.3% | $3,023-35.7% | $4,662-58.3% |
| Participant deferral / active EE | $3,230 | $5,733-43.7% | $5,055-36.1% | $6,690-51.7% |
| Admin fee / account holder | $3,174 | $13,356-76.2% | $9,462-66.5% | $13,392-76.3% |