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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 | $117,829-17.4% | $102,423-5.0% | $145,877-33.3% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 19.78% | 31.83%-12.1pp | 29.42%-9.6pp | 551.28%-531.5pp |
| Employer contribution / active EE | $2,038 | $3,615-43.6% | $3,023-32.6% | $4,663-56.3% |
| Participant deferral / active EE | $4,643 | $5,732-19.0% | $5,054-8.1% | $6,691-30.6% |
| Admin fee / account holder | $926 | $13,335-93.1% | $9,455-90.2% | $13,402-93.1% |