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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 | $60,232 | $157,296-61.7% | $141,191-57.3% | $152,897-60.6% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 28.36% | 64.34%-36.0pp | 71.41%-43.0pp | 345.43%-317.1pp |
| Employer contribution / active EE | $3,470 | $5,262-34.1% | $4,736-26.7% | $4,764-27.2% |
| Participant deferral / active EE | $6,869 | $7,111-3.4% | $6,710+2.4% | $5,851+17.4% |
| Admin fee / account holder | $4,122 | $12,125-66.0% | $10,264-59.8% | $11,599-64.5% |