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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 | $94,589 | $182,442-48.2% | $163,379-42.1% | $138,895-31.9% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.8%-15.3pp | 79.9%-18.4pp |
| Annual return | 13.43% | 72.74%-59.3pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,109 | $4,159-73.3% | $3,752-70.5% | $4,194-73.6% |
| Participant deferral / active EE | $2,816 | $6,817-58.7% | $6,282-55.2% | $6,396-56.0% |
| Admin fee / account holder | $2,858 | $10,396-72.5% | $9,818-70.9% | $12,562-77.2% |