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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 | $93,563 | $162,821-42.5% | $133,978-30.2% | $158,982-41.1% |
| Participation rate | 53.3% | 83.2%-29.9pp | 79.8%-26.5pp | 82.0%-28.6pp |
| Annual return | 20.12% | 41.95%-21.8pp | 45.10%-25.0pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,706 | $4,976-65.7% | $3,919-56.5% | $4,763-64.2% |
| Participant deferral / active EE | $4,528 | $5,910-23.4% | $5,047-10.3% | $5,983-24.3% |
| Admin fee / account holder | $2,111 | $11,742-82.0% | $8,930-76.4% | $11,252-81.2% |