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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 | $133,540 | $208,088-35.8% | $186,193-28.3% | $154,746-13.7% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 14.20% | 89.97%-75.8pp | 78.03%-63.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $500 | $4,340-88.5% | $3,918-87.2% | $4,379-88.6% |
| Participant deferral / active EE | $7,750 | $7,078+9.5% | $6,513+19.0% | $6,730+15.2% |
| Admin fee / account holder | $486 | $11,698-95.8% | $11,058-95.6% | $14,365-96.6% |