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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 | $90,508 | $103,387-12.5% | $87,102+3.9% | $152,885-40.8% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.9%-35.2pp | 82.5%-40.8pp |
| Annual return | 18.54% | 28.10%-9.6pp | 28.19%-9.6pp | 345.39%-326.8pp |
| Employer contribution / active EE | $744 | $3,221-76.9% | $2,521-70.5% | $4,763-84.4% |
| Participant deferral / active EE | $2,472 | $4,778-48.3% | $4,048-38.9% | $5,851-57.7% |
| Admin fee / account holder | $2,528 | $12,193-79.3% | $7,491-66.3% | $11,598-78.2% |