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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 | $84,040 | $106,905-21.4% | $84,0200% | $152,885-45.0% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 23.01% | 105.00%-82.0pp | 71.31%-48.3pp | 345.39%-322.4pp |
| Employer contribution / active EE | $958 | $2,735-65.0% | $1,984-51.7% | $4,763-79.9% |
| Participant deferral / active EE | $1,336 | $4,012-66.7% | $3,239-58.8% | $5,851-77.2% |
| Admin fee / account holder | $1,005 | $8,287-87.9% | $6,101-83.5% | $11,598-91.3% |