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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 | $70,256 | $154,193-54.4% | $130,045-46.0% | $139,466-49.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 28.42% | 32.51%-4.1pp | -137.30%+165.7pp | 373.66%-345.2pp |
| Employer contribution / active EE | $1,389 | $5,292-73.8% | $4,321-67.9% | $4,754-70.8% |
| Participant deferral / active EE | $2,105 | $6,709-68.6% | $5,820-63.8% | $6,712-68.6% |
| Admin fee / account holder | $581 | $13,989-95.8% | $10,600-94.5% | $11,409-94.9% |