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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 | $94,436-18.0% | $115,599-33.0% | $82,637-6.3% |
| Participation rate | 32.1% | 70.4%-38.3pp | 74.3%-42.1pp | 68.1%-35.9pp |
| Annual return | 14.31% | 18.37%-4.1pp | 111.10%-96.8pp | 53.51%-39.2pp |
| Employer contribution / active EE | $803 | $2,324-65.5% | $2,955-72.8% | $2,552-68.5% |
| Participant deferral / active EE | $2,072 | $3,955-47.6% | $4,889-57.6% | $4,126-49.8% |
| Admin fee / account holder | $24,818 | $10,328+140.3% | $12,841+93.3% | $7,339+238.2% |