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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 | $62,559 | $132,634-52.8% | $115,768-46.0% | $137,256-54.4% |
| Participation rate | 20.8% | 77.9%-57.0pp | 74.4%-53.6pp | 80.0%-59.1pp |
| Annual return | 25.73% | 160.70%-135.0pp | 100.46%-74.7pp | 220.34%-194.6pp |
| Employer contribution / active EE | $900 | $3,360-73.2% | $2,940-69.4% | $4,156-78.3% |
| Participant deferral / active EE | $2,781 | $5,619-50.5% | $4,917-43.4% | $6,407-56.6% |
| Admin fee / account holder | $374 | $15,028-97.5% | $12,439-97.0% | $12,270-97.0% |