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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 | $89,862 | $116,203-22.7% | $93,621-4.0% | $152,897-41.2% |
| Participation rate | 58.8% | 78.1%-19.2pp | 75.8%-17.0pp | 82.5%-23.6pp |
| Annual return | 15.30% | 35.96%-20.7pp | 32.76%-17.5pp | 345.43%-330.1pp |
| Employer contribution / active EE | $2,084 | $3,219-35.3% | $2,719-23.3% | $4,764-56.3% |
| Participant deferral / active EE | $3,400 | $4,605-26.2% | $4,070-16.5% | $5,851-41.9% |
| Admin fee / account holder | $370 | $10,751-96.6% | $7,890-95.3% | $11,599-96.8% |