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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 | $84,311 | $108,882-22.6% | $96,754-12.9% | $154,746-45.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 15.83% | 98.39%-82.6pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $753 | $3,018-75.1% | $2,679-71.9% | $4,379-82.8% |
| Participant deferral / active EE | $4,055 | $5,323-23.8% | $4,758-14.8% | $6,730-39.7% |
| Admin fee / account holder | $482 | $10,200-95.3% | $8,905-94.6% | $14,365-96.6% |