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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 | $75,539 | $172,111-56.1% | $150,298-49.7% | $137,256-45.0% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 19.86% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $921 | $4,636-80.1% | $4,154-77.8% | $4,156-77.8% |
| Participant deferral / active EE | $3,487 | $6,166-43.4% | $5,453-36.0% | $6,407-45.6% |
| Admin fee / account holder | $6,376 | $16,471-61.3% | $14,116-54.8% | $12,270-48.0% |