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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 | $74,681 | $157,296-52.5% | $141,191-47.1% | $152,897-51.2% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 24.32% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $2,604 | $5,262-50.5% | $4,736-45.0% | $4,764-45.3% |
| Participant deferral / active EE | $7,159 | $7,111+0.7% | $6,710+6.7% | $5,851+22.4% |
| Admin fee / account holder | $841 | $12,125-93.1% | $10,264-91.8% | $11,599-92.7% |