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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 | $92,404 | $115,903-20.3% | $100,528-8.1% | $158,966-41.9% |
| Participation rate | 41.7% | 81.6%-39.9pp | 79.4%-37.8pp | 82.0%-40.3pp |
| Annual return | 16.18% | 34.80%-18.6pp | 30.90%-14.7pp | 302.95%-286.8pp |
| Employer contribution / active EE | $1,752 | $4,105-57.3% | $3,419-48.8% | $4,762-63.2% |
| Participant deferral / active EE | $3,966 | $6,677-40.6% | $6,271-36.8% | $5,983-33.7% |
| Admin fee / account holder | $470 | $11,000-95.7% | $8,084-94.2% | $11,250-95.8% |