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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 | $71,443 | $176,402-59.5% | $134,162-46.7% | $158,966-55.1% |
| Participation rate | 57.9% | 78.7%-20.8pp | 72.2%-14.3pp | 82.0%-24.1pp |
| Annual return | 14.89% | 63.66%-48.8pp | 36.35%-21.5pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,987 | $5,042-60.6% | $3,705-46.4% | $4,762-58.3% |
| Participant deferral / active EE | $6,703 | $4,093+63.8% | $3,500+91.5% | $5,983+12.0% |
| Admin fee / account holder | $782 | $8,719-91.0% | $6,685-88.3% | $11,250-93.1% |