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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 | $92,608 | $106,280-12.9% | $96,538-4.1% | $139,487-33.6% |
| Participation rate | 47.6% | 77.8%-30.2pp | 74.3%-26.7pp | 80.3%-32.7pp |
| Annual return | 19.53% | 38.48%-19.0pp | 35.74%-16.2pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,928 | $4,107-53.1% | $3,740-48.5% | $4,755-59.5% |
| Participant deferral / active EE | $3,085 | $5,457-43.5% | $4,880-36.8% | $6,713-54.0% |
| Admin fee / account holder | $3,828 | $7,888-51.5% | $6,737-43.2% | $11,407-66.4% |