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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 | $89,425 | $134,817-33.7% | $123,973-27.9% | $155,188-42.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 15.62% | 515.49%-499.9pp | 388.13%-372.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,514 | $4,425-65.8% | $4,126-63.3% | $4,248-64.4% |
| Participant deferral / active EE | $2,810 | $5,706-50.8% | $5,247-46.4% | $6,531-57.0% |
| Admin fee / account holder | $367 | $13,245-97.2% | $11,799-96.9% | $14,480-97.5% |