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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 | $55,566 | $157,304-64.7% | $141,197-60.6% | $152,909-63.7% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 23.81% | 64.34%-40.5pp | 71.41%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,486 | $5,263-71.8% | $4,736-68.6% | $4,764-68.8% |
| Participant deferral / active EE | $4,050 | $7,111-43.1% | $6,710-39.7% | $5,851-30.8% |
| Admin fee / account holder | $827 | $12,126-93.2% | $10,265-91.9% | $11,601-92.9% |