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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 | $89,426 | $157,296-43.1% | $141,191-36.7% | $152,897-41.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 22.59% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,562 | $5,262-70.3% | $4,736-67.0% | $4,764-67.2% |
| Participant deferral / active EE | $4,301 | $7,111-39.5% | $6,710-35.9% | $5,851-26.5% |
| Admin fee / account holder | $3,373 | $12,125-72.2% | $10,264-67.1% | $11,599-70.9% |