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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 | $84,466 | $157,304-46.3% | $141,197-40.2% | $152,909-44.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.49% | 64.34%-42.9pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,527 | $5,263-52.0% | $4,736-46.7% | $4,764-47.0% |
| Participant deferral / active EE | $6,480 | $7,111-8.9% | $6,710-3.4% | $5,851+10.7% |
| Admin fee / account holder | $358 | $12,126-97.0% | $10,265-96.5% | $11,601-96.9% |