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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 | $67,176 | $106,923-37.2% | $84,023-20.0% | $152,909-56.1% |
| Participation rate | 18.8% | 75.3%-56.5pp | 69.0%-50.3pp | 82.5%-63.7pp |
| Annual return | 24.03% | 105.02%-81.0pp | 71.32%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $436 | $2,735-84.1% | $1,984-78.0% | $4,764-90.9% |
| Participant deferral / active EE | $3,161 | $4,013-21.2% | $3,239-2.4% | $5,851-46.0% |
| Admin fee / account holder | $5,084 | $8,289-38.7% | $6,102-16.7% | $11,601-56.2% |