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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 | $92,327 | $100,073-7.7% | $85,126+8.5% | $145,877-36.7% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 8.34% | 84.11%-75.8pp | 66.63%-58.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $813 | $3,236-74.9% | $2,731-70.2% | $4,663-82.6% |
| Participant deferral / active EE | $2,597 | $5,294-50.9% | $4,523-42.6% | $6,691-61.2% |
| Admin fee / account holder | $1,188 | $7,261-83.6% | $6,160-80.7% | $13,402-91.1% |