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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 | $83,667 | $97,125-13.9% | $86,233-3.0% | $137,256-39.0% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 22.61% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,739 | $2,841-38.8% | $2,504-30.6% | $4,156-58.2% |
| Participant deferral / active EE | $3,767 | $5,180-27.3% | $4,559-17.4% | $6,407-41.2% |
| Admin fee / account holder | $315 | $9,725-96.8% | $8,342-96.2% | $12,270-97.4% |