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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 | $94,423 | $124,346-24.1% | $111,306-15.2% | $167,553-43.6% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 27.47% | 37.46%-10.0pp | 54.67%-27.2pp | 478.89%-451.4pp |
| Employer contribution / active EE | $1,099 | $3,438-68.0% | $2,732-59.8% | $4,840-77.3% |
| Participant deferral / active EE | $1,735 | $5,182-66.5% | $4,488-61.3% | $6,343-72.6% |
| Admin fee / account holder | $721 | $10,623-93.2% | $7,966-91.0% | $12,316-94.1% |