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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 | $89,295 | $110,379-19.1% | $102,412-12.8% | $145,884-38.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.24% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $940 | $4,216-77.7% | $3,870-75.7% | $4,662-79.8% |
| Participant deferral / active EE | $2,828 | $5,622-49.7% | $5,060-44.1% | $6,690-57.7% |
| Admin fee / account holder | $500 | $9,745-94.9% | $8,388-94.0% | $13,392-96.3% |