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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 | $122,748 | $211,288-41.9% | $178,540-31.2% | $145,884-15.9% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 14.22% | 30.27%-16.1pp | 27.15%-12.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,231 | $4,574-73.1% | $3,953-68.8% | $4,662-73.6% |
| Participant deferral / active EE | $5,566 | $6,967-20.1% | $6,281-11.4% | $6,690-16.8% |
| Admin fee / account holder | $998 | $12,105-91.8% | $10,424-90.4% | $13,392-92.5% |