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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 | $57,155 | $157,296-63.7% | $141,191-59.5% | $152,897-62.6% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 20.74% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,657 | $5,262-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $4,570 | $7,111-35.7% | $6,710-31.9% | $5,851-21.9% |
| Admin fee / account holder | $5,131 | $12,125-57.7% | $10,264-50.0% | $11,599-55.8% |