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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 | $77,397 | $101,950-24.1% | $125,529-38.3% | $86,983-11.0% |
| Participation rate | 32.1% | 70.2%-38.0pp | 74.7%-42.6pp | 69.5%-37.4pp |
| Annual return | 14.31% | 18.29%-4.0pp | 202.56%-188.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $803 | $2,358-66.0% | $3,058-73.7% | $2,584-68.9% |
| Participant deferral / active EE | $2,072 | $3,862-46.4% | $4,813-57.0% | $4,194-50.6% |
| Admin fee / account holder | $24,818 | $12,791+94.0% | $16,298+52.3% | $7,856+215.9% |