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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 | $79,850 | $103,038-22.5% | $90,324-11.6% | $152,909-47.8% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.5%-28.6pp |
| Annual return | 18.06% | 95.25%-77.2pp | 78.15%-60.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,590 | $3,141-49.4% | $2,856-44.3% | $4,764-66.6% |
| Participant deferral / active EE | $2,778 | $4,282-35.1% | $3,885-28.5% | $5,851-52.5% |
| Admin fee / account holder | $1,585 | $6,177-74.3% | $5,356-70.4% | $11,601-86.3% |