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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 | $36,250 | $45,050-19.5% | $63,018-42.5% | $70,126-48.3% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 18.74% | 18.76%0pp | 87.62%-68.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $899 | $2,052-56.2% | $2,761-67.5% | $2,343-61.6% |
| Participant deferral / active EE | $3,030 | $2,466+22.9% | $3,330-9.0% | $3,332-9.1% |
| Admin fee / account holder | $8,337 | $2,834+194.2% | $3,601+131.5% | $4,645+79.5% |