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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 | $90,141 | $106,236-15.2% | $96,496-6.6% | $139,427-35.3% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 16.29% | 38.43%-22.1pp | 35.70%-19.4pp | 373.27%-357.0pp |
| Employer contribution / active EE | $838 | $4,104-79.6% | $3,738-77.6% | $4,752-82.4% |
| Participant deferral / active EE | $2,463 | $5,455-54.8% | $4,879-49.5% | $6,711-63.3% |
| Admin fee / account holder | $5,461 | $7,879-30.7% | $6,731-18.9% | $11,404-52.1% |