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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 | $87,452 | $103,393-15.4% | $87,103+0.4% | $152,909-42.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 20.68% | 28.10%-7.4pp | 28.19%-7.5pp | 345.46%-324.8pp |
| Employer contribution / active EE | $800 | $3,221-75.2% | $2,521-68.3% | $4,764-83.2% |
| Participant deferral / active EE | $2,180 | $4,778-54.4% | $4,049-46.2% | $5,851-62.8% |
| Admin fee / account holder | $473 | $12,195-96.1% | $7,491-93.7% | $11,601-95.9% |