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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 | $108,511 | $111,814-3.0% | $103,374+5.0% | $145,959-25.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 14.78% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,500 | $4,214-64.4% | $3,869-61.2% | $4,661-67.8% |
| Participant deferral / active EE | $2,986 | $5,618-46.9% | $5,058-41.0% | $6,689-55.4% |
| Admin fee / account holder | $430 | $9,754-95.6% | $8,394-94.9% | $13,398-96.8% |