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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 | $81,154 | $97,125-16.4% | $86,233-5.9% | $137,256-40.9% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.0%-30.1pp | 80.0%-41.1pp |
| Annual return | 15.21% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $837 | $2,841-70.5% | $2,504-66.6% | $4,156-79.8% |
| Participant deferral / active EE | $2,292 | $5,180-55.7% | $4,559-49.7% | $6,407-64.2% |
| Admin fee / account holder | $15,305 | $9,725+57.4% | $8,342+83.5% | $12,270+24.7% |