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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 | $68,291 | $103,008-33.7% | $90,304-24.4% | $152,897-55.3% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.5%-27.9pp |
| Annual return | 21.15% | 95.22%-74.1pp | 78.13%-57.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,465 | $3,139-53.3% | $2,855-48.7% | $4,764-69.3% |
| Participant deferral / active EE | $1,950 | $4,281-54.5% | $3,885-49.8% | $5,851-66.7% |
| Admin fee / account holder | $3,384 | $6,175-45.2% | $5,354-36.8% | $11,599-70.8% |