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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 | $50,387 | $157,304-68.0% | $141,197-64.3% | $152,909-67.0% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 25.59% | 64.34%-38.8pp | 71.41%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,393 | $5,263-73.5% | $4,736-70.6% | $4,764-70.8% |
| Participant deferral / active EE | $2,554 | $7,111-64.1% | $6,710-61.9% | $5,851-56.4% |
| Admin fee / account holder | $3,751 | $12,126-69.1% | $10,265-63.5% | $11,601-67.7% |