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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 | $90,328 | $110,248-18.1% | $95,728-5.6% | $139,456-35.2% |
| Participation rate | 62.5% | 75.7%-13.2pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 14.67% | 27.16%-12.5pp | 28.40%-13.7pp | 373.45%-358.8pp |
| Employer contribution / active EE | $814 | $3,258-75.0% | $2,835-71.3% | $4,753-82.9% |
| Participant deferral / active EE | $1,093 | $4,675-76.6% | $4,245-74.2% | $6,711-83.7% |
| Admin fee / account holder | $34,847 | $6,607+427.4% | $5,673+514.3% | $11,407+205.5% |