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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 | $96,524 | $117,846-18.1% | $102,434-5.8% | $145,884-33.8% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 10.97% | 31.90%-20.9pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,180 | $3,615-67.4% | $3,023-61.0% | $4,662-74.7% |
| Participant deferral / active EE | $1,947 | $5,733-66.0% | $5,055-61.5% | $6,690-70.9% |
| Admin fee / account holder | $1,074 | $13,356-92.0% | $9,462-88.6% | $13,392-92.0% |