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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 | $90,624 | $100,073-9.4% | $85,126+6.5% | $145,877-37.9% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.3pp | 80.3%-39.1pp |
| Annual return | 24.87% | 84.11%-59.2pp | 66.63%-41.8pp | 551.28%-526.4pp |
| Employer contribution / active EE | $1,228 | $3,236-62.1% | $2,731-55.0% | $4,663-73.7% |
| Participant deferral / active EE | $2,535 | $5,294-52.1% | $4,523-44.0% | $6,691-62.1% |
| Admin fee / account holder | $1,970 | $7,261-72.9% | $6,160-68.0% | $13,402-85.3% |