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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 | $90,785 | $99,652-8.9% | $78,778+15.2% | $147,585-38.5% |
| Participation rate | 47.8% | 76.2%-28.4pp | 69.2%-21.4pp | 82.8%-35.0pp |
| Annual return | 23.09% | 47.28%-24.2pp | 35.62%-12.5pp | 578.57%-555.5pp |
| Employer contribution / active EE | $856 | $2,796-69.4% | $1,986-56.9% | $4,876-82.4% |
| Participant deferral / active EE | $3,121 | $3,664-14.8% | $2,958+5.5% | $5,439-42.6% |
| Admin fee / account holder | $876 | $7,155-87.8% | $5,134-82.9% | $10,885-92.0% |