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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 | $90,496 | $117,829-23.2% | $102,423-11.6% | $145,877-38.0% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 13.20% | 31.83%-18.6pp | 29.42%-16.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,296 | $3,615-64.1% | $3,023-57.1% | $4,663-72.2% |
| Participant deferral / active EE | $3,702 | $5,732-35.4% | $5,054-26.8% | $6,691-44.7% |
| Admin fee / account holder | $714 | $13,335-94.6% | $9,455-92.4% | $13,402-94.7% |