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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 | $61,433 | $152,619-59.7% | $125,195-50.9% | $152,909-59.8% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 19.85% | 54.85%-35.0pp | 43.79%-23.9pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,121 | $4,947-77.3% | $3,866-71.0% | $4,764-76.5% |
| Participant deferral / active EE | $4,928 | $5,869-16.0% | $4,937-0.2% | $5,851-15.8% |
| Admin fee / account holder | $360 | $13,437-97.3% | $9,704-96.3% | $11,601-96.9% |