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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 | $94,654 | $162,821-41.9% | $133,978-29.4% | $158,982-40.5% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 22.39% | 41.95%-19.6pp | 45.10%-22.7pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,181 | $4,976-76.3% | $3,919-69.9% | $4,763-75.2% |
| Participant deferral / active EE | $3,906 | $5,910-33.9% | $5,047-22.6% | $5,983-34.7% |
| Admin fee / account holder | $1,322 | $11,742-88.7% | $8,930-85.2% | $11,252-88.2% |