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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 | $90,010 | $72,426+24.3% | $67,560+33.2% | $145,897-38.3% |
| Participation rate | 27.8% | 76.9%-49.1pp | 72.9%-45.2pp | 80.3%-52.5pp |
| Annual return | 9.87% | 7226.78%-7216.9pp | 3533.50%-3523.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $494 | $3,074-83.9% | $2,737-81.9% | $4,663-89.4% |
| Participant deferral / active EE | $2,208 | $4,785-53.9% | $4,004-44.9% | $6,689-67.0% |
| Admin fee / account holder | $380 | $5,514-93.1% | $3,994-90.5% | $13,390-97.2% |