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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 | $84,138 | $232,540-63.8% | $185,117-54.5% | $147,586-43.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 25.81% | 43.03%-17.2pp | 40.50%-14.7pp | 578.59%-552.8pp |
| Employer contribution / active EE | $1,289 | $5,195-75.2% | $4,182-69.2% | $4,876-73.6% |
| Participant deferral / active EE | $1,902 | $5,834-67.4% | $5,045-62.3% | $5,439-65.0% |
| Admin fee / account holder | $651 | $10,275-93.7% | $8,159-92.0% | $10,886-94.0% |