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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 | $93,095 | $157,296-40.8% | $141,191-34.1% | $152,897-39.1% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 15.30% | 64.34%-49.0pp | 71.41%-56.1pp | 345.43%-330.1pp |
| Employer contribution / active EE | $1,543 | $5,262-70.7% | $4,736-67.4% | $4,764-67.6% |
| Participant deferral / active EE | $4,670 | $7,111-34.3% | $6,710-30.4% | $5,851-20.2% |
| Admin fee / account holder | $7,791 | $12,125-35.7% | $10,264-24.1% | $11,599-32.8% |