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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 | $88,977 | $152,619-41.7% | $125,195-28.9% | $152,909-41.8% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.5%-13.7pp |
| Annual return | 24.36% | 54.85%-30.5pp | 43.79%-19.4pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,516 | $4,947-69.4% | $3,866-60.8% | $4,764-68.2% |
| Participant deferral / active EE | $2,001 | $5,869-65.9% | $4,937-59.5% | $5,851-65.8% |
| Admin fee / account holder | $370 | $13,437-97.2% | $9,704-96.2% | $11,601-96.8% |