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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 | $89,472 | $115,810-22.7% | $101,271-11.7% | $158,966-43.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 10.50% | 56.15%-45.7pp | 46.48%-36.0pp | 302.95%-292.4pp |
| Employer contribution / active EE | $1,212 | $4,175-71.0% | $3,660-66.9% | $4,762-74.6% |
| Participant deferral / active EE | $2,695 | $4,958-45.7% | $4,371-38.4% | $5,983-55.0% |
| Admin fee / account holder | $743 | $7,248-89.7% | $5,948-87.5% | $11,250-93.4% |