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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 | $82,821 | $111,787-25.9% | $93,681-11.6% | $145,978-43.3% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 13.58% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $925 | $3,093-70.1% | $2,422-61.8% | $4,662-80.2% |
| Participant deferral / active EE | $2,266 | $4,918-53.9% | $4,415-48.7% | $6,690-66.1% |
| Admin fee / account holder | $698 | $10,256-93.2% | $8,290-91.6% | $13,400-94.8% |