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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 | $68,305 | $157,304-56.6% | $141,197-51.6% | $152,909-55.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 31.05% | 64.34%-33.3pp | 71.41%-40.4pp | 345.46%-314.4pp |
| Employer contribution / active EE | $1,560 | $5,263-70.4% | $4,736-67.1% | $4,764-67.3% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $2,552 | $12,126-79.0% | $10,265-75.1% | $11,601-78.0% |