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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 | $71,702 | $93,346-23.2% | $71,796-0.1% | $273,972-73.8% |
| Participation rate | 45.8% | 76.5%-30.7pp | 69.1%-23.3pp | 83.0%-37.2pp |
| Annual return | 15.87% | 130.39%-114.5pp | 78.04%-62.2pp | 41.46%-25.6pp |
| Employer contribution / active EE | $1,815 | $2,733-33.6% | $1,924-5.7% | $4,869-62.7% |
| Participant deferral / active EE | $3,866 | $3,475+11.2% | $2,794+38.3% | $5,287-26.9% |
| Admin fee / account holder | $2,801 | $6,571-57.4% | $4,815-41.8% | $10,133-72.4% |