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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 | $65,435 | $157,304-58.4% | $141,197-53.7% | $152,909-57.2% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 21.48% | 64.34%-42.9pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,957 | $5,263-43.8% | $4,736-37.6% | $4,764-37.9% |
| Participant deferral / active EE | $7,373 | $7,111+3.7% | $6,710+9.9% | $5,851+26.0% |
| Admin fee / account holder | $751 | $12,126-93.8% | $10,265-92.7% | $11,601-93.5% |