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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 | $157,296-54.8% | $141,191-49.6% | $152,897-53.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 19.82% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,232 | $5,262-76.6% | $4,736-74.0% | $4,764-74.1% |
| Participant deferral / active EE | $2,688 | $7,111-62.2% | $6,710-59.9% | $5,851-54.1% |
| Admin fee / account holder | $7,559 | $12,125-37.7% | $10,264-26.4% | $11,599-34.8% |