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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 | $86,218 | $96,731-10.9% | $123,973-30.5% | $86,983-0.9% |
| Participation rate | 52.3% | 70.0%-17.7pp | 76.7%-24.4pp | 69.5%-17.3pp |
| Annual return | 15.99% | 17.33%-1.3pp | 388.13%-372.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,732 | $3,297-47.5% | $4,126-58.0% | $2,584-33.0% |
| Participant deferral / active EE | $3,332 | $4,152-19.8% | $5,247-36.5% | $4,194-20.6% |
| Admin fee / account holder | $1,991 | $8,722-77.2% | $11,799-83.1% | $7,856-74.7% |