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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 | $94,439 | $182,442-48.2% | $163,379-42.2% | $138,895-32.0% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 20.44% | 72.74%-52.3pp | 63.41%-43.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $713 | $4,159-82.9% | $3,752-81.0% | $4,194-83.0% |
| Participant deferral / active EE | $5,659 | $6,817-17.0% | $6,282-9.9% | $6,396-11.5% |
| Admin fee / account holder | $509 | $10,396-95.1% | $9,818-94.8% | $12,562-95.9% |