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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 | $109,032 | $227,566-52.1% | $189,558-42.5% | $167,518-34.9% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.5%-20.6pp | 82.1%-24.2pp |
| Annual return | 27.21% | 78.43%-51.2pp | 64.19%-37.0pp | 478.71%-451.5pp |
| Employer contribution / active EE | $1,041 | $5,316-80.4% | $4,412-76.4% | $4,838-78.5% |
| Participant deferral / active EE | $2,184 | $7,002-68.8% | $6,174-64.6% | $6,342-65.6% |
| Admin fee / account holder | $1,005 | $11,881-91.5% | $9,809-89.8% | $12,312-91.8% |