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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 | $89,140 | $85,060+4.8% | $70,548+26.4% | $139,456-36.1% |
| Participation rate | 56.3% | 73.9%-17.7pp | 68.3%-12.1pp | 80.3%-24.1pp |
| Annual return | 14.96% | 30.38%-15.4pp | 32.78%-17.8pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,281 | $3,911-67.2% | $2,975-56.9% | $4,753-73.0% |
| Participant deferral / active EE | $2,344 | $5,890-60.2% | $4,567-48.7% | $6,711-65.1% |
| Admin fee / account holder | $919 | $8,925-89.7% | $6,424-85.7% | $11,407-91.9% |