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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 | $84,204 | $152,592-44.8% | $125,180-32.7% | $152,885-44.9% |
| Participation rate | 16.7% | 83.3%-66.7pp | 79.8%-63.1pp | 82.5%-65.8pp |
| Annual return | 22.58% | 54.84%-32.3pp | 43.79%-21.2pp | 345.39%-322.8pp |
| Employer contribution / active EE | $1,134 | $4,947-77.1% | $3,866-70.7% | $4,763-76.2% |
| Participant deferral / active EE | $3,780 | $5,868-35.6% | $4,937-23.4% | $5,851-35.4% |
| Admin fee / account holder | $1,155 | $13,435-91.4% | $9,703-88.1% | $11,598-90.0% |