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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 | $84,627 | $183,516-53.9% | $155,534-45.6% | $145,884-42.0% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 17.60% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,347 | $5,315-74.7% | $4,675-71.2% | $4,662-71.1% |
| Participant deferral / active EE | $3,852 | $6,467-40.4% | $5,630-31.6% | $6,690-42.4% |
| Admin fee / account holder | $10,389 | $19,293-46.2% | $15,900-34.7% | $13,392-22.4% |