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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 | $77,093 | $232,540-66.8% | $185,117-58.4% | $147,586-47.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 13.37% | 43.03%-29.7pp | 40.50%-27.1pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,289 | $5,195-75.2% | $4,182-69.2% | $4,876-73.6% |
| Participant deferral / active EE | $3,202 | $5,834-45.1% | $5,045-36.5% | $5,439-41.1% |
| Admin fee / account holder | $750 | $10,275-92.7% | $8,159-90.8% | $10,886-93.1% |