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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 | $106,267-12.9% | $96,520-4.1% | $139,456-33.6% |
| Participation rate | 47.6% | 77.8%-30.2pp | 74.3%-26.7pp | 80.3%-32.7pp |
| Annual return | 19.53% | 38.45%-18.9pp | 35.72%-16.2pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,928 | $4,105-53.0% | $3,739-48.4% | $4,753-59.4% |
| Participant deferral / active EE | $3,085 | $5,454-43.4% | $4,879-36.8% | $6,711-54.0% |
| Admin fee / account holder | $3,828 | $7,882-51.4% | $6,733-43.1% | $11,407-66.4% |