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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 | $68,219 | $157,276-56.6% | $141,177-51.7% | $152,885-55.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.79% | 64.33%-45.5pp | 71.40%-52.6pp | 345.39%-326.6pp |
| Employer contribution / active EE | $3,274 | $5,262-37.8% | $4,736-30.9% | $4,763-31.3% |
| Participant deferral / active EE | $13,800 | $7,110+94.1% | $6,710+105.7% | $5,851+135.9% |
| Admin fee / account holder | $1,264 | $12,123-89.6% | $10,263-87.7% | $11,598-89.1% |