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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 | $58,236 | $157,296-63.0% | $141,191-58.8% | $152,897-61.9% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 67.40% | 64.34%+3.1pp | 71.41%-4.0pp | 345.43%-278.0pp |
| Employer contribution / active EE | $1,369 | $5,262-74.0% | $4,736-71.1% | $4,764-71.3% |
| Participant deferral / active EE | $7,241 | $7,111+1.8% | $6,710+7.9% | $5,851+23.8% |
| Admin fee / account holder | $14,812 | $12,125+22.2% | $10,264+44.3% | $11,599+27.7% |