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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 | $68,823 | $157,296-56.2% | $141,191-51.3% | $152,897-55.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.75% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,526 | $5,262-52.0% | $4,736-46.7% | $4,764-47.0% |
| Participant deferral / active EE | $6,263 | $7,111-11.9% | $6,710-6.7% | $5,851+7.0% |
| Admin fee / account holder | $968 | $12,125-92.0% | $10,264-90.6% | $11,599-91.7% |