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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 | $86,782 | $162,821-46.7% | $133,978-35.2% | $158,982-45.4% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 14.82% | 41.95%-27.1pp | 45.10%-30.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,929 | $4,976-61.2% | $3,919-50.8% | $4,763-59.5% |
| Participant deferral / active EE | $2,094 | $5,910-64.6% | $5,047-58.5% | $5,983-65.0% |
| Admin fee / account holder | $1,332 | $11,742-88.7% | $8,930-85.1% | $11,252-88.2% |