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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 | $91,136 | $110,307-17.4% | $96,576-5.6% | $139,456-34.6% |
| Participation rate | 47.6% | 78.1%-30.5pp | 76.0%-28.4pp | 80.3%-32.7pp |
| Annual return | 16.34% | 26.40%-10.1pp | 25.87%-9.5pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,090 | $3,619-69.9% | $2,965-63.3% | $4,753-77.1% |
| Participant deferral / active EE | $2,834 | $5,547-48.9% | $4,851-41.6% | $6,711-57.8% |
| Admin fee / account holder | $6,182 | $11,597-46.7% | $8,253-25.1% | $11,407-45.8% |