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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 | $89,361 | $157,304-43.2% | $141,197-36.7% | $152,909-41.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 24.36% | 64.34%-40.0pp | 71.41%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,224 | $5,263-76.7% | $4,736-74.2% | $4,764-74.3% |
| Participant deferral / active EE | $2,943 | $7,111-58.6% | $6,710-56.1% | $5,851-49.7% |
| Admin fee / account holder | $2,499 | $12,126-79.4% | $10,265-75.7% | $11,601-78.5% |