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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 | $77,735 | $100,139-22.4% | $85,187-8.7% | $145,884-46.7% |
| Participation rate | 58.8% | 74.1%-15.3pp | 67.5%-8.7pp | 80.3%-21.5pp |
| Annual return | 10.17% | 84.15%-74.0pp | 66.67%-56.5pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,926 | $3,238-40.5% | $2,732-29.5% | $4,662-58.7% |
| Participant deferral / active EE | $4,251 | $5,296-19.7% | $4,525-6.1% | $6,690-36.5% |
| Admin fee / account holder | $63,226 | $7,262+770.6% | $6,162+926.1% | $13,392+372.1% |