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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 | $94,679 | $115,225-17.8% | $100,712-6.0% | $138,895-31.8% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 16.29% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,173 | $2,771-57.7% | $2,313-49.3% | $4,194-72.0% |
| Participant deferral / active EE | $6,146 | $4,699+30.8% | $4,085+50.4% | $6,396-3.9% |
| Admin fee / account holder | $344 | $10,844-96.8% | $9,256-96.3% | $12,562-97.3% |