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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 | $98,206 | $117,846-16.7% | $102,434-4.1% | $145,884-32.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.07% | 31.90%-21.8pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $867 | $3,615-76.0% | $3,023-71.3% | $4,662-81.4% |
| Participant deferral / active EE | $2,462 | $5,733-57.1% | $5,055-51.3% | $6,690-63.2% |
| Admin fee / account holder | $1,640 | $13,356-87.7% | $9,462-82.7% | $13,392-87.8% |