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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 | $70,163 | $99,994-29.8% | $146,647-52.2% | $85,851-18.3% |
| Participation rate | 47.1% | 73.1%-26.0pp | 80.1%-33.0pp | 69.3%-22.3pp |
| Annual return | 18.05% | 18.93%-0.9pp | 22.75%-4.7pp | 318.63%-300.6pp |
| Employer contribution / active EE | $1,459 | $2,559-43.0% | $4,137-64.7% | $2,565-43.1% |
| Participant deferral / active EE | $3,169 | $4,006-20.9% | $5,506-42.4% | $3,952-19.8% |
| Admin fee / account holder | $1,881 | $7,703-75.6% | $10,281-81.7% | $6,261-70.0% |