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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 | $75,897 | $89,370-15.1% | $141,197-46.2% | $72,976+4.0% |
| Participation rate | 40.7% | 75.1%-34.4pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 33.00% | 111.88%-78.9pp | 71.41%-38.4pp | 81.02%-48.0pp |
| Employer contribution / active EE | $1,442 | $3,115-53.7% | $4,736-69.6% | $2,440-40.9% |
| Participant deferral / active EE | $3,209 | $5,419-40.8% | $6,710-52.2% | $3,608-11.0% |
| Admin fee / account holder | $3,103 | $5,957-47.9% | $10,265-69.8% | $5,124-39.4% |