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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 | $94,949 | $117,846-19.4% | $102,434-7.3% | $145,884-34.9% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 13.08% | 31.90%-18.8pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,986 | $3,615-17.4% | $3,023-1.2% | $4,662-36.0% |
| Participant deferral / active EE | $7,263 | $5,733+26.7% | $5,055+43.7% | $6,690+8.6% |
| Admin fee / account holder | $3,352 | $13,356-74.9% | $9,462-64.6% | $13,392-75.0% |