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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 | $77,829 | $105,198-26.0% | $159,455-51.2% | $85,856-9.3% |
| Participation rate | 43.3% | 75.8%-32.4pp | 82.8%-39.5pp | 69.3%-26.0pp |
| Annual return | 15.18% | 45.08%-29.9pp | 263.63%-248.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $1,666 | $3,319-49.8% | $4,830-65.5% | $2,565-35.1% |
| Participant deferral / active EE | $3,129 | $5,946-47.4% | $7,353-57.5% | $3,952-20.8% |
| Admin fee / account holder | $501 | $6,934-92.8% | $10,800-95.4% | $6,261-92.0% |