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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 | $63,664 | $157,304-59.5% | $141,197-54.9% | $152,909-58.4% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 21.02% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,051 | $5,263-80.0% | $4,736-77.8% | $4,764-77.9% |
| Participant deferral / active EE | $4,405 | $7,111-38.1% | $6,710-34.4% | $5,851-24.7% |
| Admin fee / account holder | $3,728 | $12,126-69.3% | $10,265-63.7% | $11,601-67.9% |