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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 | $54,870 | $105,200-47.8% | $159,474-65.6% | $85,847-36.1% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.8%-23.2pp | 69.3%-9.7pp |
| Annual return | 15.47% | 45.08%-29.6pp | 263.68%-248.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $1,934 | $3,319-41.7% | $4,831-60.0% | $2,565-24.6% |
| Participant deferral / active EE | $3,727 | $5,946-37.3% | $7,353-49.3% | $3,952-5.7% |
| Admin fee / account holder | $1,119 | $6,934-83.9% | $10,802-89.6% | $6,261-82.1% |