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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 | $87,884 | $157,304-44.1% | $141,197-37.8% | $152,909-42.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 20.62% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,243 | $5,263-76.4% | $4,736-73.8% | $4,764-73.9% |
| Participant deferral / active EE | $3,449 | $7,111-51.5% | $6,710-48.6% | $5,851-41.1% |
| Admin fee / account holder | $737 | $12,126-93.9% | $10,265-92.8% | $11,601-93.6% |