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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 | $63,067 | $144,130-56.2% | $117,861-46.5% | $147,586-57.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 13.78% | 531.20%-517.4pp | 335.11%-321.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,110 | $4,897-77.3% | $3,786-70.7% | $4,876-77.2% |
| Participant deferral / active EE | $3,701 | $5,316-30.4% | $4,482-17.4% | $5,439-32.0% |
| Admin fee / account holder | $1,940 | $10,887-82.2% | $8,021-75.8% | $10,886-82.2% |