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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 | $67,769 | $79,449-14.7% | $189,575-64.3% | $85,847-21.1% |
| Participation rate | 48.4% | 66.0%-17.6pp | 78.4%-30.0pp | 69.3%-20.9pp |
| Annual return | 16.69% | 18.45%-1.8pp | 64.19%-47.5pp | 318.61%-301.9pp |
| Employer contribution / active EE | $1,095 | $2,081-47.4% | $4,412-75.2% | $2,565-57.3% |
| Participant deferral / active EE | $3,344 | $4,051-17.5% | $6,174-45.8% | $3,952-15.4% |
| Admin fee / account holder | $4,476 | $5,377-16.8% | $9,806-54.4% | $6,261-28.5% |