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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 | $79,911 | $176,402-54.7% | $134,162-40.4% | $158,982-49.7% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 24.06% | 63.66%-39.6pp | 36.35%-12.3pp | 302.99%-278.9pp |
| Employer contribution / active EE | $1,006 | $5,042-80.1% | $3,705-72.9% | $4,763-78.9% |
| Participant deferral / active EE | $1,116 | $4,093-72.7% | $3,500-68.1% | $5,983-81.4% |
| Admin fee / account holder | $4,915 | $8,719-43.6% | $6,685-26.5% | $11,252-56.3% |