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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 | $50,131 | $157,304-68.1% | $141,197-64.5% | $152,909-67.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.13% | 64.34%-40.2pp | 71.41%-47.3pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,026 | $5,263-61.5% | $4,736-57.2% | $4,764-57.5% |
| Participant deferral / active EE | $6,972 | $7,111-2.0% | $6,710+3.9% | $5,851+19.1% |
| Admin fee / account holder | $1,019 | $12,126-91.6% | $10,265-90.1% | $11,601-91.2% |