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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 | $73,310 | $99,652-26.4% | $78,778-6.9% | $147,586-50.3% |
| Participation rate | 55.0% | 76.2%-21.2pp | 69.2%-14.2pp | 82.8%-27.8pp |
| Annual return | 11.51% | 47.28%-35.8pp | 35.62%-24.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $844 | $2,796-69.8% | $1,986-57.5% | $4,876-82.7% |
| Participant deferral / active EE | $2,966 | $3,664-19.0% | $2,958+0.3% | $5,439-45.5% |
| Admin fee / account holder | $555 | $7,155-92.2% | $5,134-89.2% | $10,886-94.9% |