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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 | $107,631 | $157,296-31.6% | $141,191-23.8% | $152,897-29.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.69% | 64.34%-39.7pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,182 | $5,262-77.5% | $4,736-75.0% | $4,764-75.2% |
| Participant deferral / active EE | $7,097 | $7,111-0.2% | $6,710+5.8% | $5,851+21.3% |
| Admin fee / account holder | $5,421 | $12,125-55.3% | $10,264-47.2% | $11,599-53.3% |