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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 | $72,298 | $148,623-51.4% | $135,974-46.8% | $139,466-48.2% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 17.05% | 79.30%-62.2pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,722 | $5,246-67.2% | $4,859-64.6% | $4,754-63.8% |
| Participant deferral / active EE | $4,545 | $8,103-43.9% | $7,760-41.4% | $6,712-32.3% |
| Admin fee / account holder | $399 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |