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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 | $91,451 | $157,304-41.9% | $141,197-35.2% | $152,909-40.2% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.5%-28.3pp |
| Annual return | 24.31% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $2,760 | $5,263-47.6% | $4,736-41.7% | $4,764-42.1% |
| Participant deferral / active EE | $4,575 | $7,111-35.7% | $6,710-31.8% | $5,851-21.8% |
| Admin fee / account holder | $2,570 | $12,126-78.8% | $10,265-75.0% | $11,601-77.8% |