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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 | $73,329 | $78,423-6.5% | $95,964-23.6% | $79,856-8.2% |
| Participation rate | 38.5% | 73.5%-35.0pp | 77.1%-38.6pp | 69.6%-31.2pp |
| Annual return | 38.72% | 19.37%+19.3pp | 91.64%-52.9pp | 31.71%+7.0pp |
| Employer contribution / active EE | $1,296 | $1,945-33.4% | $2,541-49.0% | $2,471-47.5% |
| Participant deferral / active EE | $3,454 | $3,440+0.4% | $4,167-17.1% | $3,741-7.7% |
| Admin fee / account holder | $5,377 | $5,622-4.4% | $6,797-20.9% | $5,306+1.3% |