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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 | $66,489 | $157,296-57.7% | $141,191-52.9% | $152,897-56.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.30% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,840 | $5,262-65.0% | $4,736-61.1% | $4,764-61.4% |
| Participant deferral / active EE | $9,533 | $7,111+34.1% | $6,710+42.1% | $5,851+62.9% |
| Admin fee / account holder | $7,575 | $12,125-37.5% | $10,264-26.2% | $11,599-34.7% |