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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 | $69,794 | $87,733-20.4% | $106,555-34.5% | $85,847-18.7% |
| Participation rate | 38.5% | 71.9%-33.5pp | 76.1%-37.7pp | 69.3%-30.9pp |
| Annual return | 11.40% | 21.86%-10.5pp | 26.80%-15.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $980 | $2,073-52.7% | $2,819-65.2% | $2,565-61.8% |
| Participant deferral / active EE | $2,800 | $3,469-19.3% | $4,399-36.4% | $3,952-29.2% |
| Admin fee / account holder | $704 | $6,767-89.6% | $7,408-90.5% | $6,261-88.8% |