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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 | $89,441 | $176,838-49.4% | $146,685-39.0% | $167,518-46.6% |
| Participation rate | 64.7% | 83.6%-18.9pp | 80.1%-15.4pp | 82.1%-17.4pp |
| Annual return | 17.05% | 24.04%-7.0pp | 22.75%-5.7pp | 478.71%-461.7pp |
| Employer contribution / active EE | $2,433 | $5,161-52.9% | $4,137-41.2% | $4,838-49.7% |
| Participant deferral / active EE | $3,831 | $6,441-40.5% | $5,507-30.4% | $6,342-39.6% |
| Admin fee / account holder | $1,359 | $13,262-89.7% | $10,281-86.8% | $12,312-89.0% |