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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 | $88,990 | $172,111-48.3% | $150,298-40.8% | $137,256-35.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.55% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $900 | $4,636-80.6% | $4,154-78.3% | $4,156-78.3% |
| Participant deferral / active EE | $7,500 | $6,166+21.6% | $5,453+37.5% | $6,407+17.1% |
| Admin fee / account holder | $454 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |