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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 | $82,811 | $162,136-48.9% | $152,301-45.6% | $154,746-46.5% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 17.65% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,577 | $4,890-67.8% | $4,624-65.9% | $4,379-64.0% |
| Participant deferral / active EE | $5,084 | $8,341-39.0% | $8,004-36.5% | $6,730-24.5% |
| Admin fee / account holder | $34,385 | $15,759+118.2% | $14,398+138.8% | $14,365+139.4% |