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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 | $68,259 | $79,209-13.8% | $102,434-33.4% | $74,459-8.3% |
| Participation rate | 36.5% | 74.8%-38.3pp | 76.5%-40.0pp | 67.2%-30.7pp |
| Annual return | 14.12% | 54.98%-40.9pp | 29.46%-15.3pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,165 | $2,362-50.7% | $3,023-61.4% | $2,626-55.6% |
| Participant deferral / active EE | $2,263 | $4,417-48.8% | $5,055-55.2% | $4,350-48.0% |
| Admin fee / account holder | $5,539 | $2,002+176.7% | $9,462-41.5% | $1,945+184.8% |