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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 | $88,365 | $100,262-11.9% | $81,370+8.6% | $145,897-39.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 13.37% | 34.52%-21.2pp | 24.85%-11.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $412 | $2,979-86.2% | $2,464-83.3% | $4,663-91.2% |
| Participant deferral / active EE | $1,544 | $4,612-66.5% | $3,885-60.3% | $6,689-76.9% |
| Admin fee / account holder | $4,331 | $8,163-46.9% | $5,749-24.7% | $13,390-67.7% |