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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 | $92,304 | $114,013-19.0% | $103,693-11.0% | $155,188-40.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 12.86% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $858 | $3,131-72.6% | $2,920-70.6% | $4,248-79.8% |
| Participant deferral / active EE | $1,717 | $4,970-65.5% | $4,579-62.5% | $6,531-73.7% |
| Admin fee / account holder | $3,317 | $8,407-60.5% | $7,858-57.8% | $14,480-77.1% |