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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 | $92,902 | $157,296-40.9% | $141,191-34.2% | $152,897-39.2% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 15.97% | 64.34%-48.4pp | 71.41%-55.4pp | 345.43%-329.5pp |
| Employer contribution / active EE | $1,848 | $5,262-64.9% | $4,736-61.0% | $4,764-61.2% |
| Participant deferral / active EE | $3,549 | $7,111-50.1% | $6,710-47.1% | $5,851-39.3% |
| Admin fee / account holder | $2,395 | $12,125-80.2% | $10,264-76.7% | $11,599-79.4% |