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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 | $78,472 | $118,708-33.9% | $98,920-20.7% | $158,966-50.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 12.61% | 372.49%-359.9pp | 196.47%-183.9pp | 302.95%-290.3pp |
| Employer contribution / active EE | $1,026 | $3,334-69.2% | $2,689-61.9% | $4,762-78.5% |
| Participant deferral / active EE | $2,569 | $5,089-49.5% | $4,245-39.5% | $5,983-57.1% |
| Admin fee / account holder | $4,048 | $10,134-60.1% | $6,643-39.1% | $11,250-64.0% |