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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 | $67,359 | $162,529-58.6% | $130,788-48.5% | $154,746-56.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 70.1%-14.5pp | 80.7%-25.1pp |
| Annual return | 11.72% | 510.48%-498.8pp | 386.44%-374.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,460 | $4,447-67.2% | $3,558-59.0% | $4,379-66.7% |
| Participant deferral / active EE | $1,228 | $4,808-74.5% | $4,137-70.3% | $6,730-81.8% |
| Admin fee / account holder | $553 | $7,669-92.8% | $6,673-91.7% | $14,365-96.2% |