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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 | $68,800 | $148,582-53.7% | $135,942-49.4% | $139,456-50.7% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 17.26% | 79.26%-62.0pp | 68.28%-51.0pp | 373.45%-356.2pp |
| Employer contribution / active EE | $1,294 | $5,245-75.3% | $4,858-73.4% | $4,753-72.8% |
| Participant deferral / active EE | $2,986 | $8,101-63.1% | $7,759-61.5% | $6,711-55.5% |
| Admin fee / account holder | $794 | $12,402-93.6% | $10,764-92.6% | $11,407-93.0% |