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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 | $45,202 | $157,296-71.3% | $141,191-68.0% | $152,897-70.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.76% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,553 | $5,262-70.5% | $4,736-67.2% | $4,764-67.4% |
| Participant deferral / active EE | $7,660 | $7,111+7.7% | $6,710+14.2% | $5,851+30.9% |
| Admin fee / account holder | $7,885 | $12,125-35.0% | $10,264-23.2% | $11,599-32.0% |