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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 | $112,318 | $154,754-27.4% | $124,206-9.6% | $138,895-19.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 14.91% | 709.28%-694.4pp | 515.27%-500.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,112 | $4,446-75.0% | $3,540-68.6% | $4,194-73.5% |
| Participant deferral / active EE | $2,522 | $4,621-45.4% | $3,968-36.4% | $6,396-60.6% |
| Admin fee / account holder | $844 | $6,690-87.4% | $5,929-85.8% | $12,562-93.3% |