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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 | $78,000 | $157,296-50.4% | $141,191-44.8% | $152,897-49.0% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 21.75% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,182 | $5,262-77.5% | $4,736-75.0% | $4,764-75.2% |
| Participant deferral / active EE | $5,420 | $7,111-23.8% | $6,710-19.2% | $5,851-7.4% |
| Admin fee / account holder | $823 | $12,125-93.2% | $10,264-92.0% | $11,599-92.9% |