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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 | $70,175 | $88,672-20.9% | $105,223-33.3% | $82,448-14.9% |
| Participation rate | 37.0% | 67.9%-31.0pp | 75.0%-38.1pp | 68.1%-31.1pp |
| Annual return | 18.03% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,029 | $3,048-33.4% | $3,689-45.0% | $2,551-20.5% |
| Participant deferral / active EE | $3,332 | $4,036-17.4% | $5,072-34.3% | $4,139-19.5% |
| Admin fee / account holder | $3,677 | $7,146-48.5% | $8,859-58.5% | $7,234-49.2% |