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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 | $89,435 | $178,174-49.8% | $156,181-42.7% | $137,256-34.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 13.52% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,194 | $4,972-76.0% | $4,294-72.2% | $4,156-71.3% |
| Participant deferral / active EE | $2,431 | $6,888-64.7% | $6,132-60.3% | $6,407-62.0% |
| Admin fee / account holder | $2,168 | $17,404-87.5% | $14,586-85.1% | $12,270-82.3% |