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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 | $84,634 | $103,393-18.1% | $87,103-2.8% | $152,909-44.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 24.18% | 28.10%-3.9pp | 28.19%-4.0pp | 345.46%-321.3pp |
| Employer contribution / active EE | $1,387 | $3,221-56.9% | $2,521-45.0% | $4,764-70.9% |
| Participant deferral / active EE | $3,391 | $4,778-29.0% | $4,049-16.2% | $5,851-42.1% |
| Admin fee / account holder | $378 | $12,195-96.9% | $7,491-95.0% | $11,601-96.7% |