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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 | $73,236 | $217,432-66.3% | $185,849-60.6% | $167,536-56.3% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 20.16% | 148.42%-128.3pp | 122.10%-101.9pp | 478.82%-458.7pp |
| Employer contribution / active EE | $1,439 | $5,875-75.5% | $5,169-72.2% | $4,839-70.3% |
| Participant deferral / active EE | $4,562 | $6,357-28.2% | $5,569-18.1% | $6,342-28.1% |
| Admin fee / account holder | $1,244 | $19,818-93.7% | $16,244-92.3% | $12,315-89.9% |