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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 | $90,772 | $111,814-18.8% | $103,378-12.2% | $145,978-37.8% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 14.15% | 24.80%-10.7pp | 24.91%-10.8pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,289 | $4,215-45.7% | $3,870-40.9% | $4,662-50.9% |
| Participant deferral / active EE | $6,237 | $5,618+11.0% | $5,058+23.3% | $6,690-6.8% |
| Admin fee / account holder | $872 | $9,764-91.1% | $8,401-89.6% | $13,400-93.5% |