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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 | $88,326 | $106,267-16.9% | $96,520-8.5% | $139,456-36.7% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 14.80% | 38.45%-23.6pp | 35.72%-20.9pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,366 | $4,105-66.7% | $3,739-63.5% | $4,753-71.3% |
| Participant deferral / active EE | $2,950 | $5,454-45.9% | $4,879-39.5% | $6,711-56.0% |
| Admin fee / account holder | $5,186 | $7,882-34.2% | $6,733-23.0% | $11,407-54.5% |