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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 | $58,528 | $157,276-62.8% | $141,177-58.5% | $152,885-61.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 21.27% | 64.33%-43.1pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $3,471 | $5,262-34.0% | $4,736-26.7% | $4,763-27.1% |
| Participant deferral / active EE | $5,208 | $7,110-26.8% | $6,710-22.4% | $5,851-11.0% |
| Admin fee / account holder | $1,691 | $12,123-86.1% | $10,263-83.5% | $11,598-85.4% |