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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 | $47,760 | $157,304-69.6% | $141,197-66.2% | $152,909-68.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 21.07% | 64.34%-43.3pp | 71.41%-50.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,640 | $5,263-68.8% | $4,736-65.4% | $4,764-65.6% |
| Participant deferral / active EE | $4,499 | $7,111-36.7% | $6,710-33.0% | $5,851-23.1% |
| Admin fee / account holder | $4,798 | $12,126-60.4% | $10,265-53.3% | $11,601-58.6% |