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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 | $57,437 | $157,296-63.5% | $141,191-59.3% | $152,897-62.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.70% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,401 | $5,262-73.4% | $4,736-70.4% | $4,764-70.6% |
| Participant deferral / active EE | $3,777 | $7,111-46.9% | $6,710-43.7% | $5,851-35.4% |
| Admin fee / account holder | $896 | $12,125-92.6% | $10,264-91.3% | $11,599-92.3% |