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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 | $90,736 | $89,364+1.5% | $141,177-35.7% | $72,983+24.3% |
| Participation rate | 31.1% | 75.1%-44.0pp | 82.5%-51.4pp | 69.5%-38.4pp |
| Annual return | 23.68% | 111.86%-88.2pp | 71.40%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,001 | $3,115-67.9% | $4,736-78.9% | $2,440-59.0% |
| Participant deferral / active EE | $2,630 | $5,419-51.5% | $6,710-60.8% | $3,608-27.1% |
| Admin fee / account holder | $3,147 | $5,959-47.2% | $10,263-69.3% | $5,124-38.6% |