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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 | $74,819 | $102,638-27.1% | $81,982-8.7% | $158,982-52.9% |
| Participation rate | 46.2% | 75.5%-29.4pp | 69.3%-23.1pp | 82.0%-35.8pp |
| Annual return | 17.68% | 61.05%-43.4pp | 41.31%-23.6pp | 302.99%-285.3pp |
| Employer contribution / active EE | $773 | $3,241-76.2% | $2,498-69.1% | $4,763-83.8% |
| Participant deferral / active EE | $2,742 | $4,649-41.0% | $3,722-26.3% | $5,983-54.2% |
| Admin fee / account holder | $3,279 | $8,237-60.2% | $5,665-42.1% | $11,252-70.9% |