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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 | $89,850 | $100,262-10.4% | $81,370+10.4% | $145,897-38.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 20.60% | 34.52%-13.9pp | 24.85%-4.2pp | 552.29%-531.7pp |
| Employer contribution / active EE | $683 | $2,979-77.1% | $2,464-72.3% | $4,663-85.4% |
| Participant deferral / active EE | $2,207 | $4,612-52.1% | $3,885-43.2% | $6,689-67.0% |
| Admin fee / account holder | $880 | $8,163-89.2% | $5,749-84.7% | $13,390-93.4% |