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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 | $86,158 | $102,632-16.1% | $81,988+5.1% | $158,950-45.8% |
| Participation rate | 52.4% | 75.5%-23.1pp | 69.3%-16.9pp | 82.0%-29.6pp |
| Annual return | 27.78% | 61.05%-33.3pp | 41.31%-13.5pp | 302.91%-275.1pp |
| Employer contribution / active EE | $1,241 | $3,241-61.7% | $2,498-50.3% | $4,762-73.9% |
| Participant deferral / active EE | $2,470 | $4,649-46.9% | $3,722-33.6% | $5,983-58.7% |
| Admin fee / account holder | $687 | $8,237-91.7% | $5,665-87.9% | $11,248-93.9% |