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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 | $176,387 | $232,540-24.1% | $185,117-4.7% | $147,586+19.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 16.97% | 43.03%-26.1pp | 40.50%-23.5pp | 578.59%-561.6pp |
| Employer contribution / active EE | $927 | $5,195-82.2% | $4,182-77.8% | $4,876-81.0% |
| Participant deferral / active EE | $4,701 | $5,834-19.4% | $5,045-6.8% | $5,439-13.6% |
| Admin fee / account holder | $604 | $10,275-94.1% | $8,159-92.6% | $10,886-94.4% |