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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 | $88,885 | $124,336-28.5% | $111,303-20.1% | $167,518-46.9% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 12.53% | 37.45%-24.9pp | 54.66%-42.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $1,541 | $3,436-55.2% | $2,731-43.6% | $4,838-68.2% |
| Participant deferral / active EE | $6,169 | $5,181+19.1% | $4,487+37.5% | $6,342-2.7% |
| Admin fee / account holder | $8,660 | $10,623-18.5% | $7,966+8.7% | $12,312-29.7% |