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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 | $98,137 | $112,729-12.9% | $98,716-0.6% | $137,256-28.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 20.00% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $922 | $2,725-66.2% | $2,279-59.5% | $4,156-77.8% |
| Participant deferral / active EE | $3,761 | $4,640-18.9% | $4,048-7.1% | $6,407-41.3% |
| Admin fee / account holder | $3,588 | $10,129-64.6% | $8,703-58.8% | $12,270-70.8% |