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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 | $95,064 | $106,267-10.5% | $96,520-1.5% | $139,456-31.8% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 22.26% | 38.45%-16.2pp | 35.72%-13.5pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,740 | $4,105-57.6% | $3,739-53.5% | $4,753-63.4% |
| Participant deferral / active EE | $3,886 | $5,454-28.8% | $4,879-20.3% | $6,711-42.1% |
| Admin fee / account holder | $1,515 | $7,882-80.8% | $6,733-77.5% | $11,407-86.7% |