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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 | $27,913 | $157,304-82.3% | $141,197-80.2% | $152,909-81.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 27.61% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.9pp |
| Employer contribution / active EE | $1,645 | $5,263-68.7% | $4,736-65.3% | $4,764-65.5% |
| Participant deferral / active EE | $3,294 | $7,111-53.7% | $6,710-50.9% | $5,851-43.7% |
| Admin fee / account holder | $304 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |