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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 | $91,126 | $81,358+12.0% | $155,556-41.4% | $80,959+12.6% |
| Participation rate | 44.0% | 66.3%-22.3pp | 78.2%-34.2pp | 67.7%-23.7pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,310 | $3,106-57.8% | $4,675-72.0% | $2,757-52.5% |
| Participant deferral / active EE | $3,038 | $3,455-12.1% | $5,631-46.0% | $4,300-29.4% |
| Admin fee / account holder | $807 | $7,994-89.9% | $15,885-94.9% | $6,925-88.3% |