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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 | $62,640 | $108,882-42.5% | $96,754-35.3% | $154,746-59.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 17.93% | 98.39%-80.5pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,094 | $3,018-63.8% | $2,679-59.2% | $4,379-75.0% |
| Participant deferral / active EE | $3,524 | $5,323-33.8% | $4,758-25.9% | $6,730-47.6% |
| Admin fee / account holder | $318 | $10,200-96.9% | $8,905-96.4% | $14,365-97.8% |