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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 | $81,570 | $115,810-29.6% | $101,271-19.5% | $158,966-48.7% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.2pp |
| Annual return | 8.24% | 56.15%-47.9pp | 46.48%-38.2pp | 302.95%-294.7pp |
| Employer contribution / active EE | $1,028 | $4,175-75.4% | $3,660-71.9% | $4,762-78.4% |
| Participant deferral / active EE | $3,322 | $4,958-33.0% | $4,371-24.0% | $5,983-44.5% |
| Admin fee / account holder | $1,348 | $7,248-81.4% | $5,948-77.3% | $11,250-88.0% |