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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 | $133,768 | $157,276-14.9% | $141,177-5.2% | $152,885-12.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.69% | 64.33%-39.6pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,042 | $5,262-80.2% | $4,736-78.0% | $4,763-78.1% |
| Participant deferral / active EE | $5,553 | $7,110-21.9% | $6,710-17.2% | $5,851-5.1% |
| Admin fee / account holder | $3,790 | $12,123-68.7% | $10,263-63.1% | $11,598-67.3% |