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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 | $70,544 | $152,592-53.8% | $125,180-43.6% | $152,885-53.9% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 22.89% | 54.84%-32.0pp | 43.79%-20.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,351 | $4,947-72.7% | $3,866-65.0% | $4,763-71.6% |
| Participant deferral / active EE | $5,876 | $5,868+0.1% | $4,937+19.0% | $5,851+0.4% |
| Admin fee / account holder | $1,112 | $13,435-91.7% | $9,703-88.5% | $11,598-90.4% |