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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 | $75,253 | $99,652-24.5% | $78,778-4.5% | $147,586-49.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 12.20% | 47.28%-35.1pp | 35.62%-23.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,369 | $2,796-51.0% | $1,986-31.1% | $4,876-71.9% |
| Participant deferral / active EE | $2,574 | $3,664-29.7% | $2,958-13.0% | $5,439-52.7% |
| Admin fee / account holder | $982 | $7,155-86.3% | $5,134-80.9% | $10,886-91.0% |