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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 | $95,867 | $114,013-15.9% | $103,693-7.5% | $155,188-38.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 12.59% | 49.31%-36.7pp | 47.61%-35.0pp | 148.84%-136.2pp |
| Employer contribution / active EE | $844 | $3,131-73.0% | $2,920-71.1% | $4,248-80.1% |
| Participant deferral / active EE | $6,424 | $4,970+29.3% | $4,579+40.3% | $6,531-1.6% |
| Admin fee / account holder | $918 | $8,407-89.1% | $7,858-88.3% | $14,480-93.7% |