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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 | $123,263 | $157,296-21.6% | $141,191-12.7% | $152,897-19.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.62% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,570 | $5,262-70.2% | $4,736-66.8% | $4,764-67.0% |
| Participant deferral / active EE | $3,605 | $7,111-49.3% | $6,710-46.3% | $5,851-38.4% |
| Admin fee / account holder | $7,242 | $12,125-40.3% | $10,264-29.4% | $11,599-37.6% |