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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 | $59,541 | $157,304-62.1% | $141,197-57.8% | $152,909-61.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.85% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $3,168 | $5,263-39.8% | $4,736-33.1% | $4,764-33.5% |
| Participant deferral / active EE | $9,389 | $7,111+32.0% | $6,710+39.9% | $5,851+60.5% |
| Admin fee / account holder | $1,177 | $12,126-90.3% | $10,265-88.5% | $11,601-89.9% |