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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 | $85,009 | $176,402-51.8% | $134,162-36.6% | $158,966-46.5% |
| Participation rate | 36.4% | 78.7%-42.4pp | 72.2%-35.8pp | 82.0%-45.6pp |
| Annual return | 6.25% | 63.66%-57.4pp | 36.35%-30.1pp | 302.95%-296.7pp |
| Employer contribution / active EE | $913 | $5,042-81.9% | $3,705-75.4% | $4,762-80.8% |
| Participant deferral / active EE | $3,651 | $4,093-10.8% | $3,500+4.3% | $5,983-39.0% |
| Admin fee / account holder | $4,884 | $8,719-44.0% | $6,685-26.9% | $11,250-56.6% |