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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 | $89,646 | $105,210-14.8% | $159,487-43.8% | $85,851+4.4% |
| Participation rate | 25.9% | 75.8%-49.9pp | 82.8%-56.9pp | 69.3%-43.4pp |
| Annual return | 18.99% | 45.08%-26.1pp | 263.71%-244.7pp | 318.63%-299.6pp |
| Employer contribution / active EE | $1,179 | $3,319-64.5% | $4,831-75.6% | $2,565-54.0% |
| Participant deferral / active EE | $2,730 | $5,946-54.1% | $7,354-62.9% | $3,952-30.9% |
| Admin fee / account holder | $865 | $6,934-87.5% | $10,804-92.0% | $6,261-86.2% |