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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 | $70,061 | $96,524-27.4% | $75,900-7.7% | $152,909-54.2% |
| Participation rate | 43.5% | 76.2%-32.7pp | 69.3%-25.8pp | 82.5%-39.0pp |
| Annual return | 27.62% | 33.93%-6.3pp | 30.73%-3.1pp | 345.46%-317.8pp |
| Employer contribution / active EE | $931 | $3,311-71.9% | $2,501-62.8% | $4,764-80.5% |
| Participant deferral / active EE | $2,741 | $4,554-39.8% | $3,604-23.9% | $5,851-53.2% |
| Admin fee / account holder | $2,630 | $8,082-67.5% | $5,421-51.5% | $11,601-77.3% |