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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 | $56,627 | $157,304-64.0% | $141,197-59.9% | $152,909-63.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.54% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,213 | $5,263-57.9% | $4,736-53.3% | $4,764-53.5% |
| Participant deferral / active EE | $6,339 | $7,111-10.9% | $6,710-5.5% | $5,851+8.3% |
| Admin fee / account holder | $671 | $12,126-94.5% | $10,265-93.5% | $11,601-94.2% |