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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 | $43,601 | $154,159-71.7% | $130,026-66.5% | $139,456-68.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.09% | 32.50%-18.4pp | -137.26%+151.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,525 | $5,292-71.2% | $4,321-64.7% | $4,753-67.9% |
| Participant deferral / active EE | $3,742 | $6,710-44.2% | $5,821-35.7% | $6,711-44.3% |
| Admin fee / account holder | $1,536 | $14,001-89.0% | $10,608-85.5% | $11,407-86.5% |