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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 | $70,644 | $157,270-55.1% | $141,173-50.0% | $152,870-53.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 23.90% | 64.33%-40.4pp | 71.40%-47.5pp | 345.34%-321.4pp |
| Employer contribution / active EE | $1,248 | $5,261-76.3% | $4,735-73.6% | $4,763-73.8% |
| Participant deferral / active EE | $5,131 | $7,110-27.8% | $6,710-23.5% | $5,850-12.3% |
| Admin fee / account holder | $446 | $12,121-96.3% | $10,262-95.7% | $11,597-96.2% |