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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 | $92,366 | $152,592-39.5% | $125,180-26.2% | $152,885-39.6% |
| Participation rate | 47.4% | 83.3%-36.0pp | 79.8%-32.4pp | 82.5%-35.1pp |
| Annual return | 23.24% | 54.84%-31.6pp | 43.79%-20.6pp | 345.39%-322.2pp |
| Employer contribution / active EE | $1,674 | $4,947-66.2% | $3,866-56.7% | $4,763-64.9% |
| Participant deferral / active EE | $3,833 | $5,868-34.7% | $4,937-22.4% | $5,851-34.5% |
| Admin fee / account holder | $1,546 | $13,435-88.5% | $9,703-84.1% | $11,598-86.7% |