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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 | $65,870 | $157,276-58.1% | $141,177-53.3% | $152,885-56.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.92% | 64.33%-37.4pp | 71.40%-44.5pp | 345.39%-318.5pp |
| Employer contribution / active EE | $1,420 | $5,262-73.0% | $4,736-70.0% | $4,763-70.2% |
| Participant deferral / active EE | $3,677 | $7,110-48.3% | $6,710-45.2% | $5,851-37.2% |
| Admin fee / account holder | $3,013 | $12,123-75.1% | $10,263-70.6% | $11,598-74.0% |