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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 | $76,891 | $157,304-51.1% | $141,197-45.5% | $152,909-49.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 21.07% | 64.34%-43.3pp | 71.41%-50.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,064 | $5,263-79.8% | $4,736-77.5% | $4,764-77.7% |
| Participant deferral / active EE | $3,384 | $7,111-52.4% | $6,710-49.6% | $5,851-42.2% |
| Admin fee / account holder | $613 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |