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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 | $87,128 | $114,013-23.6% | $103,693-16.0% | $155,188-43.9% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 14.01% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,091 | $3,131-65.2% | $2,920-62.6% | $4,248-74.3% |
| Participant deferral / active EE | $2,577 | $4,970-48.1% | $4,579-43.7% | $6,531-60.5% |
| Admin fee / account holder | $1,252 | $8,407-85.1% | $7,858-84.1% | $14,480-91.4% |