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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 | $73,775 | $169,336-56.4% | $129,384-43.0% | $145,884-49.4% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 14.83% | 14408.70%-14393.9pp | 9461.77%-9446.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $467 | $5,540-91.6% | $4,153-88.8% | $4,662-90.0% |
| Participant deferral / active EE | $1,400 | $4,985-71.9% | $4,166-66.4% | $6,690-79.1% |
| Admin fee / account holder | $317 | $9,912-96.8% | $7,686-95.9% | $13,392-97.6% |