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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 | $82,079 | $176,402-53.5% | $134,162-38.8% | $158,966-48.4% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | 11.85% | 63.66%-51.8pp | 36.35%-24.5pp | 302.95%-291.1pp |
| Employer contribution / active EE | $389 | $5,042-92.3% | $3,705-89.5% | $4,762-91.8% |
| Participant deferral / active EE | $2,423 | $4,093-40.8% | $3,500-30.8% | $5,983-59.5% |
| Admin fee / account holder | $752 | $8,719-91.4% | $6,685-88.7% | $11,250-93.3% |