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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 | $88,423 | $157,296-43.8% | $141,191-37.4% | $152,897-42.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.22% | 64.34%-45.1pp | 71.41%-52.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,625 | $5,262-69.1% | $4,736-65.7% | $4,764-65.9% |
| Participant deferral / active EE | $4,743 | $7,111-33.3% | $6,710-29.3% | $5,851-18.9% |
| Admin fee / account holder | $5,511 | $12,125-54.5% | $10,264-46.3% | $11,599-52.5% |