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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 | $117,895-22.9% | $102,460-11.3% | $145,897-37.7% |
| Participation rate | 11.1% | 78.6%-67.5pp | 76.5%-65.4pp | 80.3%-69.2pp |
| Annual return | 12.23% | 31.92%-19.7pp | 29.47%-17.2pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,412 | $3,619-61.0% | $3,025-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $6,082 | $5,736+6.0% | $5,056+20.3% | $6,689-9.1% |
| Admin fee / account holder | $2,608 | $13,353-80.5% | $9,460-72.4% | $13,390-80.5% |