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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 | $78,672 | $183,627-57.2% | $155,602-49.4% | $145,978-46.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.80% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,338 | $5,316-74.8% | $4,675-71.4% | $4,662-71.3% |
| Participant deferral / active EE | $3,090 | $6,466-52.2% | $5,629-45.1% | $6,690-53.8% |
| Admin fee / account holder | $2,664 | $19,327-86.2% | $15,923-83.3% | $13,400-80.1% |