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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 | $79,495 | $112,915-29.6% | $90,965-12.6% | $158,950-50.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 8.34% | 215.75%-207.4pp | 134.57%-126.2pp | 302.91%-294.6pp |
| Employer contribution / active EE | $1,095 | $2,894-62.2% | $2,122-48.4% | $4,762-77.0% |
| Participant deferral / active EE | $1,298 | $4,128-68.6% | $3,373-61.5% | $5,983-78.3% |
| Admin fee / account holder | $5,635 | $8,044-29.9% | $5,960-5.5% | $11,248-49.9% |