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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 | $81,882 | $116,203-29.5% | $93,621-12.5% | $152,909-46.5% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.8%-17.5pp | 82.5%-24.1pp |
| Annual return | 15.60% | 35.96%-20.4pp | 32.76%-17.2pp | 345.46%-329.9pp |
| Employer contribution / active EE | $1,305 | $3,219-59.4% | $2,719-52.0% | $4,764-72.6% |
| Participant deferral / active EE | $5,233 | $4,605+13.6% | $4,070+28.6% | $5,851-10.6% |
| Admin fee / account holder | $833 | $10,751-92.3% | $7,890-89.4% | $11,601-92.8% |