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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 | $49,531 | $157,304-68.5% | $141,197-64.9% | $152,909-67.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 19.17% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $1,951 | $5,263-62.9% | $4,736-58.8% | $4,764-59.0% |
| Participant deferral / active EE | $6,816 | $7,111-4.1% | $6,710+1.6% | $5,851+16.5% |
| Admin fee / account holder | $337 | $12,126-97.2% | $10,265-96.7% | $11,601-97.1% |