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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 | $89,485 | $157,270-43.1% | $141,173-36.6% | $152,870-41.5% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.4%-35.4pp |
| Annual return | 19.33% | 64.33%-45.0pp | 71.40%-52.1pp | 345.34%-326.0pp |
| Employer contribution / active EE | $1,493 | $5,261-71.6% | $4,735-68.5% | $4,763-68.6% |
| Participant deferral / active EE | $4,047 | $7,110-43.1% | $6,710-39.7% | $5,850-30.8% |
| Admin fee / account holder | $784 | $12,121-93.5% | $10,262-92.4% | $11,597-93.2% |