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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 | $60,860 | $157,276-61.3% | $141,177-56.9% | $152,885-60.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.08% | 64.33%-40.3pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $2,476 | $5,262-52.9% | $4,736-47.7% | $4,763-48.0% |
| Participant deferral / active EE | $4,933 | $7,110-30.6% | $6,710-26.5% | $5,851-15.7% |
| Admin fee / account holder | $3,778 | $12,123-68.8% | $10,263-63.2% | $11,598-67.4% |