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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 | $93,460 | $97,125-3.8% | $86,233+8.4% | $137,256-31.9% |
| Participation rate | 13.6% | 74.2%-60.6pp | 69.0%-55.4pp | 80.0%-66.3pp |
| Annual return | 17.87% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $469 | $2,841-83.5% | $2,504-81.3% | $4,156-88.7% |
| Participant deferral / active EE | $897 | $5,180-82.7% | $4,559-80.3% | $6,407-86.0% |
| Admin fee / account holder | $476 | $9,725-95.1% | $8,342-94.3% | $12,270-96.1% |