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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 | $104,777 | $156,616-33.1% | $133,346-21.4% | $198,609-47.2% |
| Participation rate | 23.5% | 77.7%-54.2pp | 72.8%-49.3pp | 82.4%-58.8pp |
| Annual return | 10.68% | 44.25%-33.6pp | 36.85%-26.2pp | 202.70%-192.0pp |
| Employer contribution / active EE | $938 | $3,368-72.2% | $2,853-67.1% | $5,055-81.4% |
| Participant deferral / active EE | $4,107 | $4,920-16.5% | $4,332-5.2% | $6,977-41.1% |
| Admin fee / account holder | $2,487 | $17,468-85.8% | $14,264-82.6% | $19,030-86.9% |