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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 | $77,882 | $103,008-24.4% | $90,304-13.8% | $152,897-49.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 21.02% | 95.22%-74.2pp | 78.13%-57.1pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,365 | $3,139-56.5% | $2,855-52.2% | $4,764-71.3% |
| Participant deferral / active EE | $3,515 | $4,281-17.9% | $3,885-9.5% | $5,851-39.9% |
| Admin fee / account holder | $485 | $6,175-92.1% | $5,354-90.9% | $11,599-95.8% |