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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 | $95,118 | $110,379-13.8% | $102,412-7.1% | $145,884-34.8% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 15.28% | 24.84%-9.6pp | 24.94%-9.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,236 | $4,216-70.7% | $3,870-68.1% | $4,662-73.5% |
| Participant deferral / active EE | $1,820 | $5,622-67.6% | $5,060-64.0% | $6,690-72.8% |
| Admin fee / account holder | $782 | $9,745-92.0% | $8,388-90.7% | $13,392-94.2% |