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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 | $87,049 | $176,786-50.8% | $146,643-40.6% | $167,536-48.0% |
| Participation rate | 52.9% | 83.6%-30.7pp | 80.1%-27.1pp | 82.1%-29.2pp |
| Annual return | 12.29% | 24.04%-11.7pp | 22.75%-10.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,172 | $5,161-77.3% | $4,137-71.7% | $4,839-75.8% |
| Participant deferral / active EE | $3,679 | $6,440-42.9% | $5,506-33.2% | $6,342-42.0% |
| Admin fee / account holder | $1,803 | $13,262-86.4% | $10,280-82.5% | $12,315-85.4% |