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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 | $80,101 | $157,304-49.1% | $141,197-43.3% | $152,909-47.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.86% | 64.34%-41.5pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,304 | $5,263-75.2% | $4,736-72.5% | $4,764-72.6% |
| Participant deferral / active EE | $3,700 | $7,111-48.0% | $6,710-44.9% | $5,851-36.8% |
| Admin fee / account holder | $1,186 | $12,126-90.2% | $10,265-88.4% | $11,601-89.8% |