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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 | $79,116 | $117,895-32.9% | $102,460-22.8% | $145,897-45.8% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 8.85% | 31.92%-23.1pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $990 | $3,619-72.7% | $3,025-67.3% | $4,663-78.8% |
| Participant deferral / active EE | $2,877 | $5,736-49.9% | $5,056-43.1% | $6,689-57.0% |
| Admin fee / account holder | $24,087 | $13,353+80.4% | $9,460+154.6% | $13,390+79.9% |