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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 | $84,612 | $183,539-53.9% | $155,556-45.6% | $145,897-42.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.21% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,043 | $5,315-80.4% | $4,675-77.7% | $4,663-77.6% |
| Participant deferral / active EE | $2,595 | $6,467-59.9% | $5,631-53.9% | $6,689-61.2% |
| Admin fee / account holder | $1,520 | $19,275-92.1% | $15,885-90.4% | $13,390-88.7% |