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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 | $86,821 | $106,280-18.3% | $96,538-10.1% | $139,487-37.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.44% | 38.48%-26.0pp | 35.74%-23.3pp | 373.84%-361.4pp |
| Employer contribution / active EE | $1,262 | $4,107-69.3% | $3,740-66.3% | $4,755-73.5% |
| Participant deferral / active EE | $4,664 | $5,457-14.5% | $4,880-4.4% | $6,713-30.5% |
| Admin fee / account holder | $2,988 | $7,888-62.1% | $6,737-55.7% | $11,407-73.8% |