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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 | $110,772 | $124,346-10.9% | $111,308-0.5% | $167,536-33.9% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 13.04% | 37.45%-24.4pp | 54.67%-41.6pp | 478.82%-465.8pp |
| Employer contribution / active EE | $1,576 | $3,437-54.2% | $2,732-42.3% | $4,839-67.4% |
| Participant deferral / active EE | $2,408 | $5,182-53.5% | $4,487-46.3% | $6,342-62.0% |
| Admin fee / account holder | $3,232 | $10,621-69.6% | $7,965-59.4% | $12,315-73.8% |