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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 | $77,234 | $95,406-19.0% | $185,849-58.4% | $85,847-10.0% |
| Participation rate | 41.5% | 68.8%-27.3pp | 81.7%-40.2pp | 69.3%-27.9pp |
| Annual return | 14.17% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.4pp |
| Employer contribution / active EE | $483 | $3,314-85.4% | $5,169-90.6% | $2,565-81.2% |
| Participant deferral / active EE | $1,952 | $3,424-43.0% | $5,569-64.9% | $3,952-50.6% |
| Admin fee / account holder | $5,681 | $7,214-21.3% | $16,244-65.0% | $6,261-9.3% |