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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 | $103,177 | $157,276-34.4% | $141,177-26.9% | $152,885-32.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.22% | 64.33%-41.1pp | 71.40%-48.2pp | 345.39%-322.2pp |
| Employer contribution / active EE | $1,107 | $5,262-79.0% | $4,736-76.6% | $4,763-76.8% |
| Participant deferral / active EE | $7,684 | $7,110+8.1% | $6,710+14.5% | $5,851+31.3% |
| Admin fee / account holder | $399 | $12,123-96.7% | $10,263-96.1% | $11,598-96.6% |