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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 | $78,413 | $168,635-53.5% | $147,617-46.9% | $125,389-37.5% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | 1.76% | 77.65%-75.9pp | 61.98%-60.2pp | 282.24%-280.5pp |
| Employer contribution / active EE | $2,268 | $6,252-63.7% | $5,564-59.2% | $4,866-53.4% |
| Participant deferral / active EE | $3,393 | $5,507-38.4% | $4,895-30.7% | $5,352-36.6% |
| Admin fee / account holder | $1,929 | $13,580-85.8% | $11,612-83.4% | $9,541-79.8% |