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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 | $122,378 | $232,540-47.4% | $185,117-33.9% | $147,586-17.1% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 10.65% | 43.03%-32.4pp | 40.50%-29.8pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,002 | $5,195-80.7% | $4,182-76.0% | $4,876-79.5% |
| Participant deferral / active EE | $1,560 | $5,834-73.3% | $5,045-69.1% | $5,439-71.3% |
| Admin fee / account holder | $495 | $10,275-95.2% | $8,159-93.9% | $10,886-95.5% |