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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 | $114,082 | $166,268-31.4% | $165,100-30.9% | $145,897-21.8% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.9pp |
| Annual return | 10.99% | 100.52%-89.5pp | 70.21%-59.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,239 | $5,284-76.6% | $4,348-71.5% | $4,663-73.4% |
| Participant deferral / active EE | $3,448 | $6,964-50.5% | $6,035-42.9% | $6,689-48.5% |
| Admin fee / account holder | $473 | $16,659-97.2% | $12,696-96.3% | $13,390-96.5% |