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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 | $81,519 | $157,304-48.2% | $141,197-42.3% | $152,909-46.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 18.75% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,492 | $5,263-71.7% | $4,736-68.5% | $4,764-68.7% |
| Participant deferral / active EE | $4,976 | $7,111-30.0% | $6,710-25.8% | $5,851-15.0% |
| Admin fee / account holder | $4,088 | $12,126-66.3% | $10,265-60.2% | $11,601-64.8% |