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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 | $67,823 | $98,766-31.3% | $149,730-54.7% | $79,852-15.1% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.5%-28.7pp | 69.6%-15.9pp |
| Annual return | 16.47% | 27.43%-11.0pp | 276.70%-260.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $854 | $3,217-73.5% | $4,645-81.6% | $2,471-65.4% |
| Participant deferral / active EE | $4,414 | $5,681-22.3% | $6,843-35.5% | $3,740+18.0% |
| Admin fee / account holder | $3,966 | $6,052-34.5% | $9,310-57.4% | $5,306-25.3% |