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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 | $92,828 | $182,442-49.1% | $163,379-43.2% | $138,895-33.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.8%-34.0pp | 79.9%-37.1pp |
| Annual return | 25.52% | 72.74%-47.2pp | 63.41%-37.9pp | 145.39%-119.9pp |
| Employer contribution / active EE | $1,381 | $4,159-66.8% | $3,752-63.2% | $4,194-67.1% |
| Participant deferral / active EE | $2,522 | $6,817-63.0% | $6,282-59.9% | $6,396-60.6% |
| Admin fee / account holder | $751 | $10,396-92.8% | $9,818-92.4% | $12,562-94.0% |