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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 | $79,829 | $117,829-32.3% | $102,423-22.1% | $145,877-45.3% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 17.73% | 31.83%-14.1pp | 29.42%-11.7pp | 551.28%-533.6pp |
| Employer contribution / active EE | $1,236 | $3,615-65.8% | $3,023-59.1% | $4,663-73.5% |
| Participant deferral / active EE | $3,240 | $5,732-43.5% | $5,054-35.9% | $6,691-51.6% |
| Admin fee / account holder | $745 | $13,335-94.4% | $9,455-92.1% | $13,402-94.4% |