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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 | $118,371 | $157,304-24.8% | $141,197-16.2% | $152,909-22.6% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 23.25% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,453 | $5,263-72.4% | $4,736-69.3% | $4,764-69.5% |
| Participant deferral / active EE | $4,436 | $7,111-37.6% | $6,710-33.9% | $5,851-24.2% |
| Admin fee / account holder | $11,639 | $12,126-4.0% | $10,265+13.4% | $11,601+0.3% |