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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 | $87,324 | $157,304-44.5% | $141,197-38.2% | $152,909-42.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 53.67% | 64.34%-10.7pp | 71.41%-17.7pp | 345.46%-291.8pp |
| Employer contribution / active EE | $2,344 | $5,263-55.5% | $4,736-50.5% | $4,764-50.8% |
| Participant deferral / active EE | $4,828 | $7,111-32.1% | $6,710-28.1% | $5,851-17.5% |
| Admin fee / account holder | $1,660 | $12,126-86.3% | $10,265-83.8% | $11,601-85.7% |