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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 | $88,753 | $157,296-43.6% | $141,191-37.1% | $152,897-42.0% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 20.80% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,673 | $5,262-68.2% | $4,736-64.7% | $4,764-64.9% |
| Participant deferral / active EE | $3,086 | $7,111-56.6% | $6,710-54.0% | $5,851-47.3% |
| Admin fee / account holder | $641 | $12,125-94.7% | $10,264-93.8% | $11,599-94.5% |