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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 | $88,673 | $114,013-22.2% | $103,693-14.5% | $155,188-42.9% |
| Participation rate | 43.5% | 75.2%-31.7pp | 72.6%-29.2pp | 80.8%-37.3pp |
| Annual return | 12.29% | 49.31%-37.0pp | 47.61%-35.3pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,159 | $3,131-63.0% | $2,920-60.3% | $4,248-72.7% |
| Participant deferral / active EE | $1,555 | $4,970-68.7% | $4,579-66.0% | $6,531-76.2% |
| Admin fee / account holder | $1,604 | $8,407-80.9% | $7,858-79.6% | $14,480-88.9% |