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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 | $66,273 | $157,296-57.9% | $141,191-53.1% | $152,897-56.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 21.44% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,510 | $5,262-52.3% | $4,736-47.0% | $4,764-47.3% |
| Participant deferral / active EE | $3,841 | $7,111-46.0% | $6,710-42.8% | $5,851-34.4% |
| Admin fee / account holder | $2,935 | $12,125-75.8% | $10,264-71.4% | $11,599-74.7% |