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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 | $73,348 | $157,276-53.4% | $141,177-48.0% | $152,885-52.0% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.5%-17.2pp |
| Annual return | 26.85% | 64.33%-37.5pp | 71.40%-44.6pp | 345.39%-318.5pp |
| Employer contribution / active EE | $2,919 | $5,262-44.5% | $4,736-38.4% | $4,763-38.7% |
| Participant deferral / active EE | $6,391 | $7,110-10.1% | $6,710-4.7% | $5,851+9.2% |
| Admin fee / account holder | $1,248 | $12,123-89.7% | $10,263-87.8% | $11,598-89.2% |