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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 | $70,236 | $100,073-29.8% | $85,126-17.5% | $145,877-51.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.93% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,200 | $3,236-62.9% | $2,731-56.1% | $4,663-74.3% |
| Participant deferral / active EE | $3,040 | $5,294-42.6% | $4,523-32.8% | $6,691-54.6% |
| Admin fee / account holder | $479 | $7,261-93.4% | $6,160-92.2% | $13,402-96.4% |