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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 | $58,402 | $157,296-62.9% | $141,191-58.6% | $152,897-61.8% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 17.63% | 64.34%-46.7pp | 71.41%-53.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $1,469 | $5,262-72.1% | $4,736-69.0% | $4,764-69.2% |
| Participant deferral / active EE | $2,586 | $7,111-63.6% | $6,710-61.5% | $5,851-55.8% |
| Admin fee / account holder | $3,047 | $12,125-74.9% | $10,264-70.3% | $11,599-73.7% |