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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 | $85,098 | $108,882-21.8% | $96,754-12.0% | $154,746-45.0% |
| Participation rate | 16.7% | 75.1%-58.4pp | 70.3%-53.6pp | 80.7%-64.0pp |
| Annual return | 18.15% | 98.39%-80.2pp | 82.04%-63.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $433 | $3,018-85.6% | $2,679-83.8% | $4,379-90.1% |
| Participant deferral / active EE | $1,083 | $5,323-79.6% | $4,758-77.2% | $6,730-83.9% |
| Admin fee / account holder | $330 | $10,200-96.8% | $8,905-96.3% | $14,365-97.7% |