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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 | $111,226 | $169,161-34.2% | $129,295-14.0% | $145,959-23.8% |
| Participation rate | 22.2% | 76.5%-54.2pp | 69.6%-47.4pp | 80.3%-58.1pp |
| Annual return | 8.56% | 14348.07%-14339.5pp | 9429.28%-9420.7pp | 561.95%-553.4pp |
| Employer contribution / active EE | $903 | $5,543-83.7% | $4,157-78.3% | $4,661-80.6% |
| Participant deferral / active EE | $1,487 | $4,989-70.2% | $4,169-64.3% | $6,689-77.8% |
| Admin fee / account holder | $970 | $9,878-90.2% | $7,665-87.3% | $13,398-92.8% |