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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 | $89,824 | $115,810-22.4% | $101,271-11.3% | $158,966-43.5% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 11.98% | 56.15%-44.2pp | 46.48%-34.5pp | 302.95%-291.0pp |
| Employer contribution / active EE | $1,627 | $4,175-61.0% | $3,660-55.6% | $4,762-65.8% |
| Participant deferral / active EE | $3,951 | $4,958-20.3% | $4,371-9.6% | $5,983-34.0% |
| Admin fee / account holder | $354 | $7,248-95.1% | $5,948-94.0% | $11,250-96.8% |