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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 | $68,927 | $48,364+42.5% | $71,796-4.0% | $62,881+9.6% |
| Participation rate | 40.5% | 60.6%-20.1pp | 69.1%-28.6pp | 69.3%-28.8pp |
| Annual return | 8.29% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $837 | $1,042-19.7% | $1,924-56.5% | $2,281-63.3% |
| Participant deferral / active EE | $2,462 | $2,091+17.7% | $2,794-11.9% | $3,203-23.1% |
| Admin fee / account holder | $2,558 | $3,771-32.2% | $4,815-46.9% | $4,296-40.5% |