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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 | $93,218 | $110,410-15.6% | $102,437-9.0% | $145,897-36.1% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 9.82% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,175 | $4,217-72.1% | $3,871-69.6% | $4,663-74.8% |
| Participant deferral / active EE | $3,766 | $5,622-33.0% | $5,060-25.6% | $6,689-43.7% |
| Admin fee / account holder | $18,683 | $9,745+91.7% | $8,388+122.7% | $13,390+39.5% |