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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 | $98,904 | $127,296-22.3% | $109,907-10.0% | $167,536-41.0% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.2%-32.1pp | 82.1%-40.0pp |
| Annual return | 12.45% | 22.97%-10.5pp | 29.46%-17.0pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,864 | $3,325-43.9% | $2,844-34.4% | $4,839-61.5% |
| Participant deferral / active EE | $4,258 | $4,513-5.6% | $4,047+5.2% | $6,342-32.9% |
| Admin fee / account holder | $1,029 | $7,119-85.5% | $6,069-83.0% | $12,315-91.6% |