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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 | $58,784 | $89,367-34.2% | $141,191-58.4% | $72,975-19.4% |
| Participation rate | 44.2% | 75.1%-30.9pp | 82.5%-38.3pp | 69.5%-25.3pp |
| Annual return | 26.86% | 111.87%-85.0pp | 71.41%-44.6pp | 81.01%-54.2pp |
| Employer contribution / active EE | $782 | $3,115-74.9% | $4,736-83.5% | $2,440-68.0% |
| Participant deferral / active EE | $3,382 | $5,419-37.6% | $6,710-49.6% | $3,608-6.2% |
| Admin fee / account holder | $3,377 | $5,957-43.3% | $10,264-67.1% | $5,124-34.1% |