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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 | $77,726 | $118,875-34.6% | $96,572-19.5% | $167,553-53.6% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | 11.54% | 50.50%-39.0pp | 37.79%-26.3pp | 478.89%-467.4pp |
| Employer contribution / active EE | $2,083 | $3,121-33.3% | $2,357-11.6% | $4,840-57.0% |
| Participant deferral / active EE | $4,166 | $4,617-9.8% | $3,850+8.2% | $6,343-34.3% |
| Admin fee / account holder | $787 | $8,070-90.3% | $6,183-87.3% | $12,316-93.6% |