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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 | $61,081 | $157,296-61.2% | $141,191-56.7% | $152,897-60.1% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 23.05% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,873 | $5,262-64.4% | $4,736-60.5% | $4,764-60.7% |
| Participant deferral / active EE | $3,834 | $7,111-46.1% | $6,710-42.9% | $5,851-34.5% |
| Admin fee / account holder | $1,589 | $12,125-86.9% | $10,264-84.5% | $11,599-86.3% |