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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 | $92,240 | $228,352-59.6% | $185,827-50.4% | $158,950-42.0% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 12.95% | 40.81%-27.9pp | 35.96%-23.0pp | 302.91%-290.0pp |
| Employer contribution / active EE | $919 | $4,967-81.5% | $4,087-77.5% | $4,762-80.7% |
| Participant deferral / active EE | $2,262 | $6,416-64.7% | $5,633-59.8% | $5,983-62.2% |
| Admin fee / account holder | $6,873 | $11,867-42.1% | $9,502-27.7% | $11,248-38.9% |