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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 | $109,313 | $157,304-30.5% | $141,197-22.6% | $152,909-28.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.54% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,629 | $5,263-69.0% | $4,736-65.6% | $4,764-65.8% |
| Participant deferral / active EE | $6,785 | $7,111-4.6% | $6,710+1.1% | $5,851+16.0% |
| Admin fee / account holder | $5,599 | $12,126-53.8% | $10,265-45.5% | $11,601-51.7% |