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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 | $81,902 | $152,592-46.3% | $125,180-34.6% | $152,885-46.4% |
| Participation rate | 59.1% | 83.3%-24.2pp | 79.8%-20.7pp | 82.5%-23.4pp |
| Annual return | 19.16% | 54.84%-35.7pp | 43.79%-24.6pp | 345.39%-326.2pp |
| Employer contribution / active EE | $1,513 | $4,947-69.4% | $3,866-60.9% | $4,763-68.2% |
| Participant deferral / active EE | $3,520 | $5,868-40.0% | $4,937-28.7% | $5,851-39.8% |
| Admin fee / account holder | $812 | $13,435-94.0% | $9,703-91.6% | $11,598-93.0% |