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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 | $83,025 | $157,276-47.2% | $141,177-41.2% | $152,885-45.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 36.68% | 64.33%-27.7pp | 71.40%-34.7pp | 345.39%-308.7pp |
| Employer contribution / active EE | $1,930 | $5,262-63.3% | $4,736-59.2% | $4,763-59.5% |
| Participant deferral / active EE | $5,378 | $7,110-24.4% | $6,710-19.8% | $5,851-8.1% |
| Admin fee / account holder | $4,729 | $12,123-61.0% | $10,263-53.9% | $11,598-59.2% |