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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 | $56,995 | $157,276-63.8% | $141,177-59.6% | $152,885-62.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.25% | 64.33%-43.1pp | 71.40%-50.2pp | 345.39%-324.1pp |
| Employer contribution / active EE | $1,755 | $5,262-66.6% | $4,736-62.9% | $4,763-63.2% |
| Participant deferral / active EE | $4,504 | $7,110-36.7% | $6,710-32.9% | $5,851-23.0% |
| Admin fee / account holder | $1,538 | $12,123-87.3% | $10,263-85.0% | $11,598-86.7% |