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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 | $77,818 | $127,296-38.9% | $109,907-29.2% | $167,536-53.6% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.2%-32.6pp | 82.1%-40.4pp |
| Annual return | 8.39% | 22.97%-14.6pp | 29.46%-21.1pp | 478.82%-470.4pp |
| Employer contribution / active EE | $309 | $3,325-90.7% | $2,844-89.1% | $4,839-93.6% |
| Participant deferral / active EE | $2,480 | $4,513-45.0% | $4,047-38.7% | $6,342-60.9% |
| Admin fee / account holder | $1,883 | $7,119-73.5% | $6,069-69.0% | $12,315-84.7% |