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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 | $50,215 | $157,304-68.1% | $141,197-64.4% | $152,909-67.2% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.5%-17.2pp |
| Annual return | 24.42% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,583 | $5,263-69.9% | $4,736-66.6% | $4,764-66.8% |
| Participant deferral / active EE | $7,524 | $7,111+5.8% | $6,710+12.1% | $5,851+28.6% |
| Admin fee / account holder | $1,056 | $12,126-91.3% | $10,265-89.7% | $11,601-90.9% |