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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 | $70,462 | $103,000-31.6% | $90,300-22.0% | $152,885-53.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 23.28% | 95.19%-71.9pp | 78.11%-54.8pp | 345.39%-322.1pp |
| Employer contribution / active EE | $366 | $3,138-88.3% | $2,854-87.2% | $4,763-92.3% |
| Participant deferral / active EE | $4,800 | $4,281+12.1% | $3,884+23.6% | $5,851-18.0% |
| Admin fee / account holder | $395 | $6,173-93.6% | $5,353-92.6% | $11,598-96.6% |