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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 | $82,564 | $97,125-15.0% | $86,233-4.3% | $137,256-39.8% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 13.36% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,014 | $2,841-64.3% | $2,504-59.5% | $4,156-75.6% |
| Participant deferral / active EE | $2,863 | $5,180-44.7% | $4,559-37.2% | $6,407-55.3% |
| Admin fee / account holder | $392 | $9,725-96.0% | $8,342-95.3% | $12,270-96.8% |