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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 | $94,331 | $125,778-25.0% | $114,563-17.7% | $154,746-39.0% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.9%-14.6pp | 80.7%-22.4pp |
| Annual return | 11.02% | 295.14%-284.1pp | 241.09%-230.1pp | 172.34%-161.3pp |
| Employer contribution / active EE | $606 | $2,806-78.4% | $2,592-76.6% | $4,379-86.2% |
| Participant deferral / active EE | $1,155 | $4,445-74.0% | $4,142-72.1% | $6,730-82.8% |
| Admin fee / account holder | $6,050 | $8,190-26.1% | $7,623-20.6% | $14,365-57.9% |