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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 | $71,106 | $157,276-54.8% | $141,177-49.6% | $152,885-53.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 19.82% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $1,232 | $5,262-76.6% | $4,736-74.0% | $4,763-74.1% |
| Participant deferral / active EE | $2,688 | $7,110-62.2% | $6,710-59.9% | $5,851-54.1% |
| Admin fee / account holder | $7,559 | $12,123-37.6% | $10,263-26.3% | $11,598-34.8% |