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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 | $64,358 | $232,540-72.3% | $185,117-65.2% | $147,586-56.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 18.86% | 43.03%-24.2pp | 40.50%-21.6pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,102 | $5,195-78.8% | $4,182-73.7% | $4,876-77.4% |
| Participant deferral / active EE | $1,646 | $5,834-71.8% | $5,045-67.4% | $5,439-69.7% |
| Admin fee / account holder | $318 | $10,275-96.9% | $8,159-96.1% | $10,886-97.1% |