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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 | $96,174 | $115,225-16.5% | $100,712-4.5% | $138,895-30.8% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 9.88% | 40.35%-30.5pp | 33.27%-23.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,362 | $2,771-50.9% | $2,313-41.1% | $4,194-67.5% |
| Participant deferral / active EE | $4,242 | $4,699-9.7% | $4,085+3.8% | $6,396-33.7% |
| Admin fee / account holder | $487 | $10,844-95.5% | $9,256-94.7% | $12,562-96.1% |