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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 | $63,598 | $180,749-64.8% | $160,784-60.4% | $137,256-53.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 11.15% | 2234.46%-2223.3pp | 1803.92%-1792.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,006 | $4,155-75.8% | $3,733-73.1% | $4,156-75.8% |
| Participant deferral / active EE | $1,355 | $6,844-80.2% | $6,293-78.5% | $6,407-78.9% |
| Admin fee / account holder | $890 | $10,397-91.4% | $9,717-90.8% | $12,270-92.7% |