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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 | $88,358 | $97,125-9.0% | $86,233+2.5% | $137,256-35.6% |
| Participation rate | 13.0% | 74.2%-61.2pp | 69.0%-56.0pp | 80.0%-66.9pp |
| Annual return | 17.79% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $875 | $2,841-69.2% | $2,504-65.1% | $4,156-78.9% |
| Participant deferral / active EE | $2,794 | $5,180-46.1% | $4,559-38.7% | $6,407-56.4% |
| Admin fee / account holder | $585 | $9,725-94.0% | $8,342-93.0% | $12,270-95.2% |