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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 | $74,876 | $115,810-35.3% | $101,271-26.1% | $158,966-52.9% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 16.21% | 56.15%-39.9pp | 46.48%-30.3pp | 302.95%-286.7pp |
| Employer contribution / active EE | $1,928 | $4,175-53.8% | $3,660-47.3% | $4,762-59.5% |
| Participant deferral / active EE | $2,764 | $4,958-44.3% | $4,371-36.8% | $5,983-53.8% |
| Admin fee / account holder | $414 | $7,248-94.3% | $5,948-93.0% | $11,250-96.3% |