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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 | $95,609 | $124,314-23.1% | $109,163-12.4% | $167,518-42.9% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 19.09% | 26.04%-6.9pp | 25.75%-6.7pp | 478.71%-459.6pp |
| Employer contribution / active EE | $1,180 | $4,209-72.0% | $3,723-68.3% | $4,838-75.6% |
| Participant deferral / active EE | $2,396 | $5,256-54.4% | $4,654-48.5% | $6,342-62.2% |
| Admin fee / account holder | $337 | $7,973-95.8% | $6,754-95.0% | $12,312-97.3% |