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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 | $109,358 | $105,284+3.9% | $150,734-27.4% | $94,015+16.3% |
| Participation rate | 52.1% | 71.7%-19.7pp | 78.4%-26.4pp | 70.8%-18.7pp |
| Annual return | 13.09% | 15.67%-2.6pp | 600.81%-587.7pp | 17.84%-4.8pp |
| Employer contribution / active EE | $1,131 | $3,599-68.6% | $4,918-77.0% | $2,790-59.5% |
| Participant deferral / active EE | $3,000 | $4,274-29.8% | $5,610-46.5% | $4,249-29.4% |
| Admin fee / account holder | $534 | $9,839-94.6% | $14,905-96.4% | $8,951-94.0% |