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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 | $95,185 | $124,330-23.4% | $109,173-12.8% | $167,536-43.2% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 20.71% | 26.04%-5.3pp | 25.75%-5.0pp | 478.82%-458.1pp |
| Employer contribution / active EE | $1,951 | $4,209-53.7% | $3,723-47.6% | $4,839-59.7% |
| Participant deferral / active EE | $2,958 | $5,256-43.7% | $4,654-36.4% | $6,342-53.4% |
| Admin fee / account holder | $335 | $7,974-95.8% | $6,755-95.0% | $12,315-97.3% |