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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 | $70,888 | $152,612-53.6% | $125,192-43.4% | $152,897-53.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 20.69% | 54.85%-34.2pp | 43.79%-23.1pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,376 | $4,947-72.2% | $3,866-64.4% | $4,764-71.1% |
| Participant deferral / active EE | $2,321 | $5,868-60.4% | $4,937-53.0% | $5,851-60.3% |
| Admin fee / account holder | $3,809 | $13,437-71.6% | $9,704-60.7% | $11,599-67.2% |