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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 | $75,298 | $157,276-52.1% | $141,177-46.7% | $152,885-50.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.04% | 64.33%-45.3pp | 71.40%-52.4pp | 345.39%-326.4pp |
| Employer contribution / active EE | $1,286 | $5,262-75.6% | $4,736-72.8% | $4,763-73.0% |
| Participant deferral / active EE | $4,152 | $7,110-41.6% | $6,710-38.1% | $5,851-29.0% |
| Admin fee / account holder | $33,597 | $12,123+177.1% | $10,263+227.4% | $11,598+189.7% |