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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 | $113,775 | $157,304-27.7% | $141,197-19.4% | $152,909-25.6% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 18.29% | 64.34%-46.1pp | 71.41%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,286 | $5,263-75.6% | $4,736-72.8% | $4,764-73.0% |
| Participant deferral / active EE | $5,202 | $7,111-26.8% | $6,710-22.5% | $5,851-11.1% |
| Admin fee / account holder | $497 | $12,126-95.9% | $10,265-95.2% | $11,601-95.7% |