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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 | $93,373 | $118,869-21.4% | $96,575-3.3% | $167,518-44.3% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.8%-34.1pp | 82.1%-46.4pp |
| Annual return | 14.55% | 50.49%-35.9pp | 37.79%-23.2pp | 478.71%-464.2pp |
| Employer contribution / active EE | $2,647 | $3,120-15.2% | $2,357+12.3% | $4,838-45.3% |
| Participant deferral / active EE | $4,988 | $4,616+8.0% | $3,849+29.6% | $6,342-21.4% |
| Admin fee / account holder | $3,659 | $8,067-54.6% | $6,182-40.8% | $12,312-70.3% |