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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 | $77,895 | $99,652-21.8% | $78,778-1.1% | $147,586-47.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 17.81% | 47.28%-29.5pp | 35.62%-17.8pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $850 | $3,664-76.8% | $2,958-71.3% | $5,439-84.4% |
| Admin fee / account holder | $379 | $7,155-94.7% | $5,134-92.6% | $10,886-96.5% |