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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 | $93,345-24.8% | $119,126-41.1% | $87,485-19.8% |
| Participation rate | 37.0% | 68.7%-31.8pp | 75.8%-38.8pp | 68.9%-32.0pp |
| Annual return | 18.03% | 19.08%-1.1pp | 282.11%-264.1pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,029 | $3,172-36.0% | $4,034-49.7% | $2,596-21.9% |
| Participant deferral / active EE | $3,332 | $4,099-18.7% | $5,318-37.3% | $4,274-22.0% |
| Admin fee / account holder | $3,677 | $8,039-54.3% | $10,693-65.6% | $7,775-52.7% |