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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 | $93,347 | $102,638-9.1% | $81,982+13.9% | $158,982-41.3% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.3%-34.3pp | 82.0%-47.0pp |
| Annual return | 10.05% | 61.05%-51.0pp | 41.31%-31.3pp | 302.99%-292.9pp |
| Employer contribution / active EE | $797 | $3,241-75.4% | $2,498-68.1% | $4,763-83.3% |
| Participant deferral / active EE | $1,153 | $4,649-75.2% | $3,722-69.0% | $5,983-80.7% |
| Admin fee / account holder | $586 | $8,237-92.9% | $5,665-89.7% | $11,252-94.8% |