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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 | $72,610 | $162,529-55.3% | $130,788-44.5% | $154,746-53.1% |
| Participation rate | 52.9% | 75.9%-22.9pp | 70.1%-17.2pp | 80.7%-27.8pp |
| Annual return | 23.18% | 510.48%-487.3pp | 386.44%-363.3pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,427 | $4,447-67.9% | $3,558-59.9% | $4,379-67.4% |
| Participant deferral / active EE | $3,933 | $4,808-18.2% | $4,137-4.9% | $6,730-41.6% |
| Admin fee / account holder | $354 | $7,669-95.4% | $6,673-94.7% | $14,365-97.5% |