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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 | $96,491-27.4% | $75,888-7.7% | $152,870-54.2% |
| Participation rate | 43.5% | 76.2%-32.7pp | 69.3%-25.8pp | 82.4%-39.0pp |
| Annual return | 27.62% | 33.98%-6.4pp | 30.76%-3.1pp | 345.34%-317.7pp |
| Employer contribution / active EE | $931 | $3,310-71.9% | $2,501-62.8% | $4,763-80.4% |
| Participant deferral / active EE | $2,741 | $4,553-39.8% | $3,603-23.9% | $5,850-53.2% |
| Admin fee / account holder | $2,630 | $8,079-67.5% | $5,419-51.5% | $11,597-77.3% |