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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 | $94,956 | $103,387-8.2% | $87,102+9.0% | $152,885-37.9% |
| Participation rate | 31.3% | 79.4%-48.1pp | 76.9%-45.6pp | 82.5%-51.2pp |
| Annual return | 18.86% | 28.10%-9.2pp | 28.19%-9.3pp | 345.39%-326.5pp |
| Employer contribution / active EE | $961 | $3,221-70.2% | $2,521-61.9% | $4,763-79.8% |
| Participant deferral / active EE | $2,719 | $4,778-43.1% | $4,048-32.8% | $5,851-53.5% |
| Admin fee / account holder | $3,926 | $12,193-67.8% | $7,491-47.6% | $11,598-66.2% |