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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 | $63,247 | $157,276-59.8% | $141,177-55.2% | $152,885-58.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 20.65% | 64.33%-43.7pp | 71.40%-50.8pp | 345.39%-324.7pp |
| Employer contribution / active EE | $1,694 | $5,262-67.8% | $4,736-64.2% | $4,763-64.4% |
| Participant deferral / active EE | $4,061 | $7,110-42.9% | $6,710-39.5% | $5,851-30.6% |
| Admin fee / account holder | $1,733 | $12,123-85.7% | $10,263-83.1% | $11,598-85.1% |