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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 | $90,624 | $100,203-9.6% | $85,240+6.3% | $145,897-37.9% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.4pp | 80.3%-39.1pp |
| Annual return | 24.87% | 84.28%-59.4pp | 66.75%-41.9pp | 552.29%-527.4pp |
| Employer contribution / active EE | $1,228 | $3,242-62.1% | $2,735-55.1% | $4,663-73.7% |
| Participant deferral / active EE | $2,535 | $5,299-52.2% | $4,527-44.0% | $6,689-62.1% |
| Admin fee / account holder | $1,970 | $7,265-72.9% | $6,165-68.0% | $13,390-85.3% |