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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 | $85,110 | $105,210-19.1% | $159,487-46.6% | $85,851-0.9% |
| Participation rate | 56.9% | 75.8%-18.9pp | 82.8%-25.9pp | 69.3%-12.4pp |
| Annual return | 15.04% | 45.08%-30.0pp | 263.71%-248.7pp | 318.63%-303.6pp |
| Employer contribution / active EE | $1,055 | $3,319-68.2% | $4,831-78.2% | $2,565-58.9% |
| Participant deferral / active EE | $3,667 | $5,946-38.3% | $7,354-50.1% | $3,952-7.2% |
| Admin fee / account holder | $869 | $6,934-87.5% | $10,804-92.0% | $6,261-86.1% |