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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 | $80,943 | $108,882-25.7% | $96,754-16.3% | $154,746-47.7% |
| Participation rate | 44.4% | 75.1%-30.6pp | 70.3%-25.8pp | 80.7%-36.3pp |
| Annual return | 16.37% | 98.39%-82.0pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $952 | $3,018-68.5% | $2,679-64.5% | $4,379-78.3% |
| Participant deferral / active EE | $2,555 | $5,323-52.0% | $4,758-46.3% | $6,730-62.0% |
| Admin fee / account holder | $2,749 | $10,200-73.0% | $8,905-69.1% | $14,365-80.9% |