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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 | $127,027 | $162,529-21.8% | $130,788-2.9% | $154,746-17.9% |
| Participation rate | 14.3% | 75.9%-61.6pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | 21.78% | 510.48%-488.7pp | 386.44%-364.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $353 | $4,447-92.1% | $3,558-90.1% | $4,379-91.9% |
| Participant deferral / active EE | $656 | $4,808-86.4% | $4,137-84.2% | $6,730-90.3% |
| Admin fee / account holder | $499 | $7,669-93.5% | $6,673-92.5% | $14,365-96.5% |