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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 | $71,797 | $157,304-54.4% | $141,197-49.2% | $152,909-53.0% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 22.63% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,509 | $5,263-71.3% | $4,736-68.1% | $4,764-68.3% |
| Participant deferral / active EE | $5,792 | $7,111-18.6% | $6,710-13.7% | $5,851-1.0% |
| Admin fee / account holder | $3,811 | $12,126-68.6% | $10,265-62.9% | $11,601-67.1% |