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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 | $84,052 | $103,038-18.4% | $90,324-6.9% | $152,909-45.0% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.5%-17.7pp |
| Annual return | 19.53% | 95.25%-75.7pp | 78.15%-58.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $500 | $3,141-84.1% | $2,856-82.5% | $4,764-89.5% |
| Participant deferral / active EE | $3,890 | $4,282-9.1% | $3,885+0.1% | $5,851-33.5% |
| Admin fee / account holder | $3,451 | $6,177-44.1% | $5,356-35.6% | $11,601-70.3% |