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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 | $70,367 | $83,337-15.6% | $67,834+3.7% | $273,972-74.3% |
| Participation rate | 62.5% | 76.4%-13.9pp | 68.8%-6.3pp | 83.0%-20.5pp |
| Annual return | 3.54% | 259.45%-255.9pp | 138.47%-134.9pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,007 | $3,287-69.4% | $2,403-58.1% | $4,869-79.3% |
| Participant deferral / active EE | $1,651 | $4,088-59.6% | $3,160-47.7% | $5,287-68.8% |
| Admin fee / account holder | $936 | $6,752-86.1% | $4,622-79.7% | $10,133-90.8% |