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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 | $89,741 | $157,276-42.9% | $141,177-36.4% | $152,885-41.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 27.12% | 64.33%-37.2pp | 71.40%-44.3pp | 345.39%-318.3pp |
| Employer contribution / active EE | $1,772 | $5,262-66.3% | $4,736-62.6% | $4,763-62.8% |
| Participant deferral / active EE | $4,565 | $7,110-35.8% | $6,710-32.0% | $5,851-22.0% |
| Admin fee / account holder | $1,842 | $12,123-84.8% | $10,263-82.1% | $11,598-84.1% |