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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 | $64,662 | $157,276-58.9% | $141,177-54.2% | $152,885-57.7% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 24.74% | 64.33%-39.6pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $990 | $5,262-81.2% | $4,736-79.1% | $4,763-79.2% |
| Participant deferral / active EE | $3,634 | $7,110-48.9% | $6,710-45.8% | $5,851-37.9% |
| Admin fee / account holder | $1,641 | $12,123-86.5% | $10,263-84.0% | $11,598-85.9% |