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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 | $31,239 | $157,304-80.1% | $141,197-77.9% | $152,909-79.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.69% | 64.34%-45.7pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $5,665 | $5,263+7.6% | $4,736+19.6% | $4,764+18.9% |
| Participant deferral / active EE | $3,319 | $7,111-53.3% | $6,710-50.5% | $5,851-43.3% |
| Admin fee / account holder | $1,114 | $12,126-90.8% | $10,265-89.2% | $11,601-90.4% |