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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 | $116,456 | $162,821-28.5% | $133,978-13.1% | $158,982-26.7% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 22.07% | 41.95%-19.9pp | 45.10%-23.0pp | 302.99%-280.9pp |
| Employer contribution / active EE | $1,100 | $4,976-77.9% | $3,919-71.9% | $4,763-76.9% |
| Participant deferral / active EE | $3,575 | $5,910-39.5% | $5,047-29.2% | $5,983-40.3% |
| Admin fee / account holder | $703 | $11,742-94.0% | $8,930-92.1% | $11,252-93.8% |