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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 | $99,848 | $113,338-11.9% | $94,993+5.1% | $147,585-32.3% |
| Participation rate | 41.2% | 78.0%-36.8pp | 73.9%-32.7pp | 82.8%-41.7pp |
| Annual return | 14.71% | 20.80%-6.1pp | 27.14%-12.4pp | 578.58%-563.9pp |
| Employer contribution / active EE | $1,841 | $3,160-41.8% | $2,603-29.3% | $4,876-62.3% |
| Participant deferral / active EE | $2,445 | $3,777-35.3% | $3,317-26.3% | $5,439-55.0% |
| Admin fee / account holder | $333 | $6,063-94.5% | $4,960-93.3% | $10,886-96.9% |