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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 | $84,296 | $125,778-33.0% | $114,563-26.4% | $154,746-45.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 12.70% | 295.14%-282.4pp | 241.09%-228.4pp | 172.34%-159.6pp |
| Employer contribution / active EE | $238 | $2,806-91.5% | $2,592-90.8% | $4,379-94.6% |
| Participant deferral / active EE | $1,240 | $4,445-72.1% | $4,142-70.1% | $6,730-81.6% |
| Admin fee / account holder | $2,102 | $8,190-74.3% | $7,623-72.4% | $14,365-85.4% |