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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 | $75,678 | $103,038-26.6% | $90,324-16.2% | $152,909-50.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 18.14% | 95.25%-77.1pp | 78.15%-60.0pp | 345.46%-327.3pp |
| Employer contribution / active EE | $466 | $3,141-85.2% | $2,856-83.7% | $4,764-90.2% |
| Participant deferral / active EE | $3,703 | $4,282-13.5% | $3,885-4.7% | $5,851-36.7% |
| Admin fee / account holder | $796 | $6,177-87.1% | $5,356-85.1% | $11,601-93.1% |