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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 | $148,623-53.7% | $135,974-49.4% | $139,466-50.7% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 17.26% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,294 | $5,246-75.3% | $4,859-73.4% | $4,754-72.8% |
| Participant deferral / active EE | $2,986 | $8,103-63.1% | $7,760-61.5% | $6,712-55.5% |
| Admin fee / account holder | $794 | $12,406-93.6% | $10,767-92.6% | $11,409-93.0% |