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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 | $68,930 | $111,535-38.2% | $105,223-34.5% | $137,256-49.8% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.0%-51.2pp | 80.0%-56.2pp |
| Annual return | 17.62% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,367 | $3,939-65.3% | $3,689-63.0% | $4,156-67.1% |
| Participant deferral / active EE | $3,786 | $5,500-31.2% | $5,072-25.4% | $6,407-40.9% |
| Admin fee / account holder | $667 | $9,721-93.1% | $8,859-92.5% | $12,270-94.6% |