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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 | $90,903 | $78,690+15.5% | $161,489-43.7% | $87,485+3.9% |
| Participation rate | 24.1% | 67.5%-43.3pp | 78.7%-54.6pp | 68.9%-44.8pp |
| Annual return | 13.31% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $837 | $2,588-67.7% | $4,268-80.4% | $2,596-67.8% |
| Participant deferral / active EE | $1,347 | $3,311-59.3% | $5,630-76.1% | $4,274-68.5% |
| Admin fee / account holder | $5,080 | $6,724-24.4% | $16,006-68.3% | $7,775-34.7% |