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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 | $88,362 | $110,337-19.9% | $102,383-13.7% | $145,877-39.4% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 9.25% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,554 | $4,216-63.2% | $3,870-59.9% | $4,663-66.7% |
| Participant deferral / active EE | $4,385 | $5,621-22.0% | $5,060-13.3% | $6,691-34.5% |
| Admin fee / account holder | $1,341 | $9,750-86.2% | $8,391-84.0% | $13,402-90.0% |