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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 | $55,974 | $157,304-64.4% | $141,197-60.4% | $152,909-63.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 29.69% | 64.34%-34.7pp | 71.41%-41.7pp | 345.46%-315.8pp |
| Employer contribution / active EE | $1,717 | $5,263-67.4% | $4,736-63.7% | $4,764-64.0% |
| Participant deferral / active EE | $8,392 | $7,111+18.0% | $6,710+25.1% | $5,851+43.4% |
| Admin fee / account holder | $4,314 | $12,126-64.4% | $10,265-58.0% | $11,601-62.8% |