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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 | $37,630 | $167,030-77.5% | $135,768-72.3% | $155,188-75.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 10.53% | 678.39%-667.9pp | 526.10%-515.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $1,120 | $4,132-72.9% | $3,394-67.0% | $4,248-73.6% |
| Participant deferral / active EE | $2,800 | $4,528-38.2% | $3,977-29.6% | $6,531-57.1% |
| Admin fee / account holder | $482 | $8,172-94.1% | $7,048-93.2% | $14,480-96.7% |