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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 | $93,660 | $115,225-18.7% | $100,712-7.0% | $138,895-32.6% |
| Participation rate | 46.2% | 74.3%-28.2pp | 69.3%-23.1pp | 79.9%-33.8pp |
| Annual return | 15.43% | 40.35%-24.9pp | 33.27%-17.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,426 | $2,771-48.5% | $2,313-38.3% | $4,194-66.0% |
| Participant deferral / active EE | $1,426 | $4,699-69.7% | $4,085-65.1% | $6,396-77.7% |
| Admin fee / account holder | $8,440 | $10,844-22.2% | $9,256-8.8% | $12,562-32.8% |