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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 | $67,163 | $108,882-38.3% | $96,754-30.6% | $154,746-56.6% |
| Participation rate | 47.1% | 75.1%-28.0pp | 70.3%-23.2pp | 80.7%-33.6pp |
| Annual return | 16.67% | 98.39%-81.7pp | 82.04%-65.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $815 | $3,018-73.0% | $2,679-69.6% | $4,379-81.4% |
| Participant deferral / active EE | $1,899 | $5,323-64.3% | $4,758-60.1% | $6,730-71.8% |
| Admin fee / account holder | $5,598 | $10,200-45.1% | $8,905-37.1% | $14,365-61.0% |