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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 | $67,464 | $157,276-57.1% | $141,177-52.2% | $152,885-55.9% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 23.01% | 64.33%-41.3pp | 71.40%-48.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $1,905 | $5,262-63.8% | $4,736-59.8% | $4,763-60.0% |
| Participant deferral / active EE | $4,764 | $7,110-33.0% | $6,710-29.0% | $5,851-18.6% |
| Admin fee / account holder | $1,360 | $12,123-88.8% | $10,263-86.7% | $11,598-88.3% |