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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 | $97,272 | $117,895-17.5% | $102,460-5.1% | $145,897-33.3% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 19.78% | 31.92%-12.1pp | 29.47%-9.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $2,038 | $3,619-43.7% | $3,025-32.6% | $4,663-56.3% |
| Participant deferral / active EE | $4,643 | $5,736-19.1% | $5,056-8.2% | $6,689-30.6% |
| Admin fee / account holder | $926 | $13,353-93.1% | $9,460-90.2% | $13,390-93.1% |