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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 | $24,147 | $157,304-84.6% | $141,197-82.9% | $152,909-84.2% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 22.00% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,239 | $5,263-76.4% | $4,736-73.8% | $4,764-74.0% |
| Participant deferral / active EE | $3,223 | $7,111-54.7% | $6,710-52.0% | $5,851-44.9% |
| Admin fee / account holder | $1,106 | $12,126-90.9% | $10,265-89.2% | $11,601-90.5% |