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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 | $93,745 | $182,442-48.6% | $163,379-42.6% | $138,895-32.5% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.8%-13.2pp | 79.9%-16.3pp |
| Annual return | 12.09% | 72.74%-60.6pp | 63.41%-51.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $617 | $4,159-85.2% | $3,752-83.6% | $4,194-85.3% |
| Participant deferral / active EE | $4,522 | $6,817-33.7% | $6,282-28.0% | $6,396-29.3% |
| Admin fee / account holder | $447 | $10,396-95.7% | $9,818-95.5% | $12,562-96.4% |