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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 | $86,923 | $96,731-10.1% | $123,973-29.9% | $86,983-0.1% |
| Participation rate | 45.1% | 70.0%-24.9pp | 76.7%-31.6pp | 69.5%-24.4pp |
| Annual return | 18.78% | 17.33%+1.5pp | 388.13%-369.3pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,935 | $3,297-41.3% | $4,126-53.1% | $2,584-25.1% |
| Participant deferral / active EE | $3,925 | $4,152-5.5% | $5,247-25.2% | $4,194-6.4% |
| Admin fee / account holder | $525 | $8,722-94.0% | $11,799-95.5% | $7,856-93.3% |