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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 | $91,035 | $103,008-11.6% | $90,304+0.8% | $152,897-40.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 17.30% | 95.22%-77.9pp | 78.13%-60.8pp | 345.43%-328.1pp |
| Employer contribution / active EE | $1,055 | $3,139-66.4% | $2,855-63.1% | $4,764-77.9% |
| Participant deferral / active EE | $1,350 | $4,281-68.5% | $3,885-65.2% | $5,851-76.9% |
| Admin fee / account holder | $6,930 | $6,175+12.2% | $5,354+29.4% | $11,599-40.3% |