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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 | $57,000 | $157,304-63.8% | $141,197-59.6% | $152,909-62.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.86% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,503 | $5,263-71.4% | $4,736-68.3% | $4,764-68.5% |
| Participant deferral / active EE | $4,027 | $7,111-43.4% | $6,710-40.0% | $5,851-31.2% |
| Admin fee / account holder | $12,027 | $12,126-0.8% | $10,265+17.2% | $11,601+3.7% |