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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 | $78,545 | $157,296-50.1% | $141,191-44.4% | $152,897-48.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 21.94% | 64.34%-42.4pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $3,000 | $5,262-43.0% | $4,736-36.7% | $4,764-37.0% |
| Participant deferral / active EE | $6,684 | $7,111-6.0% | $6,710-0.4% | $5,851+14.2% |
| Admin fee / account holder | $21,659 | $12,125+78.6% | $10,264+111.0% | $11,599+86.7% |