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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 | $75,116 | $118,877-36.8% | $96,570-22.2% | $167,536-55.2% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.8%-15.3pp | 82.1%-27.6pp |
| Annual return | 16.09% | 50.50%-34.4pp | 37.79%-21.7pp | 478.82%-462.7pp |
| Employer contribution / active EE | $893 | $3,121-71.4% | $2,357-62.1% | $4,839-81.5% |
| Participant deferral / active EE | $3,056 | $4,617-33.8% | $3,849-20.6% | $6,342-51.8% |
| Admin fee / account holder | $1,704 | $8,069-78.9% | $6,182-72.4% | $12,315-86.2% |