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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 | $101,666 | $165,939-38.7% | $122,354-16.9% | $147,586-31.1% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 12.67% | 34.56%-21.9pp | 30.28%-17.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $921 | $5,754-84.0% | $4,051-77.3% | $4,876-81.1% |
| Participant deferral / active EE | $1,012 | $4,005-74.7% | $3,287-69.2% | $5,439-81.4% |
| Admin fee / account holder | $985 | $7,425-86.7% | $5,479-82.0% | $10,886-91.0% |