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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 | $99,053-14.1% | $88,179-3.5% | $138,895-38.7% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.1%-52.5pp | 79.9%-63.3pp |
| Annual return | 18.15% | 78.17%-60.0pp | 64.97%-46.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $433 | $2,882-85.0% | $2,549-83.0% | $4,194-89.7% |
| Participant deferral / active EE | $1,083 | $5,225-79.3% | $4,614-76.5% | $6,396-83.1% |
| Admin fee / account holder | $330 | $8,748-96.2% | $7,673-95.7% | $12,562-97.4% |