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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 | $95,336 | $106,918-10.8% | $84,021+13.5% | $152,897-37.6% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 22.75% | 105.01%-82.3pp | 71.32%-48.6pp | 345.43%-322.7pp |
| Employer contribution / active EE | $884 | $2,735-67.7% | $1,984-55.5% | $4,764-81.4% |
| Participant deferral / active EE | $2,391 | $4,012-40.4% | $3,239-26.2% | $5,851-59.1% |
| Admin fee / account holder | $5,673 | $8,288-31.6% | $6,102-7.0% | $11,599-51.1% |