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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 | $93,971 | $157,296-40.3% | $141,191-33.4% | $152,897-38.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.29% | 64.34%-41.1pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,101 | $5,262-60.1% | $4,736-55.6% | $4,764-55.9% |
| Participant deferral / active EE | $4,017 | $7,111-43.5% | $6,710-40.1% | $5,851-31.4% |
| Admin fee / account holder | $1,207 | $12,125-90.0% | $10,264-88.2% | $11,599-89.6% |