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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 | $42,373 | $157,304-73.1% | $141,197-70.0% | $152,909-72.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 27.49% | 64.34%-36.9pp | 71.41%-43.9pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,412 | $5,263-73.2% | $4,736-70.2% | $4,764-70.4% |
| Participant deferral / active EE | $8,598 | $7,111+20.9% | $6,710+28.1% | $5,851+46.9% |
| Admin fee / account holder | $2,226 | $12,126-81.6% | $10,265-78.3% | $11,601-80.8% |