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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 | $81,839 | $154,159-46.9% | $130,026-37.1% | $139,456-41.3% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.5%-19.4pp | 80.3%-21.2pp |
| Annual return | 16.73% | 32.50%-15.8pp | -137.26%+154.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $1,238 | $5,292-76.6% | $4,321-71.3% | $4,753-73.9% |
| Participant deferral / active EE | $2,989 | $6,710-55.5% | $5,821-48.6% | $6,711-55.5% |
| Admin fee / account holder | $588 | $14,001-95.8% | $10,608-94.5% | $11,407-94.8% |