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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 | $36,793 | $157,304-76.6% | $141,197-73.9% | $152,909-75.9% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.5%-34.8pp |
| Annual return | 25.17% | 64.34%-39.2pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $3,420 | $5,263-35.0% | $4,736-27.8% | $4,764-28.2% |
| Participant deferral / active EE | $4,932 | $7,111-30.6% | $6,710-26.5% | $5,851-15.7% |
| Admin fee / account holder | $1,640 | $12,126-86.5% | $10,265-84.0% | $11,601-85.9% |