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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 | $79,674 | $157,296-49.3% | $141,191-43.6% | $152,897-47.9% |
| Participation rate | 56.5% | 84.8%-28.3pp | 82.5%-26.0pp | 82.5%-25.9pp |
| Annual return | 18.77% | 64.34%-45.6pp | 71.41%-52.6pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,520 | $5,262-71.1% | $4,736-67.9% | $4,764-68.1% |
| Participant deferral / active EE | $3,385 | $7,111-52.4% | $6,710-49.6% | $5,851-42.1% |
| Admin fee / account holder | $1,298 | $12,125-89.3% | $10,264-87.4% | $11,599-88.8% |