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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 | $83,331 | $114,199-27.0% | $119,237-30.1% | $167,553-50.3% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.7%-20.2pp | 82.1%-19.6pp |
| Annual return | 17.30% | 29.88%-12.6pp | 30.70%-13.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $1,521 | $4,480-66.0% | $4,383-65.3% | $4,840-68.6% |
| Participant deferral / active EE | $5,029 | $6,086-17.4% | $6,112-17.7% | $6,343-20.7% |
| Admin fee / account holder | $1,738 | $8,939-80.6% | $7,229-76.0% | $12,316-85.9% |