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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 | $79,462 | $91,198-12.9% | $178,503-55.5% | $79,856-0.5% |
| Participation rate | 61.3% | 69.2%-7.9pp | 81.9%-20.6pp | 69.6%-8.4pp |
| Annual return | 40.89% | 24.20%+16.7pp | 151.12%-110.2pp | 31.71%+9.2pp |
| Employer contribution / active EE | $943 | $3,257-71.1% | $5,011-81.2% | $2,471-61.9% |
| Participant deferral / active EE | $1,885 | $3,237-41.8% | $5,202-63.8% | $3,741-49.6% |
| Admin fee / account holder | $2,749 | $6,748-59.3% | $13,987-80.3% | $5,306-48.2% |