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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 | $90,846 | $117,829-22.9% | $102,423-11.3% | $145,877-37.7% |
| Participation rate | 11.1% | 78.6%-67.5pp | 76.5%-65.4pp | 80.3%-69.2pp |
| Annual return | 12.23% | 31.83%-19.6pp | 29.42%-17.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,412 | $3,615-60.9% | $3,023-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $6,082 | $5,732+6.1% | $5,054+20.3% | $6,691-9.1% |
| Admin fee / account holder | $2,608 | $13,335-80.4% | $9,455-72.4% | $13,402-80.5% |