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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 | $89,255 | $162,529-45.1% | $130,788-31.8% | $154,746-42.3% |
| Participation rate | 33.3% | 75.9%-42.5pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 15.22% | 510.48%-495.3pp | 386.44%-371.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $333 | $4,447-92.5% | $3,558-90.6% | $4,379-92.4% |
| Participant deferral / active EE | $2,295 | $4,808-52.3% | $4,137-44.5% | $6,730-65.9% |
| Admin fee / account holder | $353 | $7,669-95.4% | $6,673-94.7% | $14,365-97.5% |