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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 | $88,797 | $109,908-19.2% | $97,161-8.6% | $145,978-39.2% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 30.16% | 243.80%-213.6pp | 75.36%-45.2pp | 550.52%-520.4pp |
| Employer contribution / active EE | $537 | $3,077-82.6% | $2,723-80.3% | $4,662-88.5% |
| Participant deferral / active EE | $5,000 | $4,679+6.9% | $4,265+17.2% | $6,690-25.3% |
| Admin fee / account holder | $704 | $6,213-88.7% | $5,647-87.5% | $13,400-94.8% |