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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 | $72,702 | $103,392-29.7% | $87,104-16.5% | $152,897-52.5% |
| Participation rate | 52.4% | 79.4%-27.0pp | 76.9%-24.5pp | 82.5%-30.1pp |
| Annual return | 22.43% | 28.10%-5.7pp | 28.19%-5.8pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,079 | $3,221-66.5% | $2,521-57.2% | $4,764-77.3% |
| Participant deferral / active EE | $3,430 | $4,778-28.2% | $4,048-15.3% | $5,851-41.4% |
| Admin fee / account holder | $2,870 | $12,194-76.5% | $7,491-61.7% | $11,599-75.3% |