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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 | $81,239 | $157,296-48.4% | $141,191-42.5% | $152,897-46.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 19.57% | 64.34%-44.8pp | 71.41%-51.8pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,863 | $5,262-64.6% | $4,736-60.7% | $4,764-60.9% |
| Participant deferral / active EE | $5,268 | $7,111-25.9% | $6,710-21.5% | $5,851-10.0% |
| Admin fee / account holder | $8,355 | $12,125-31.1% | $10,264-18.6% | $11,599-28.0% |