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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 | $110,339 | $124,330-11.3% | $109,173+1.1% | $167,536-34.1% |
| Participation rate | 25.0% | 79.5%-54.5pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 16.92% | 26.04%-9.1pp | 25.75%-8.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,124 | $4,209-73.3% | $3,723-69.8% | $4,839-76.8% |
| Participant deferral / active EE | $3,041 | $5,256-42.2% | $4,654-34.7% | $6,342-52.1% |
| Admin fee / account holder | $582 | $7,974-92.7% | $6,755-91.4% | $12,315-95.3% |