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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 | $92,111 | $115,225-20.1% | $100,712-8.5% | $138,895-33.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 11.35% | 40.35%-29.0pp | 33.27%-21.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $935 | $2,771-66.3% | $2,313-59.6% | $4,194-77.7% |
| Participant deferral / active EE | $2,620 | $4,699-44.2% | $4,085-35.9% | $6,396-59.0% |
| Admin fee / account holder | $965 | $10,844-91.1% | $9,256-89.6% | $12,562-92.3% |