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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 | $24,318 | $157,304-84.5% | $141,197-82.8% | $152,909-84.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.01% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $2,082 | $5,263-60.4% | $4,736-56.0% | $4,764-56.3% |
| Participant deferral / active EE | $4,339 | $7,111-39.0% | $6,710-35.3% | $5,851-25.8% |
| Admin fee / account holder | $3,910 | $12,126-67.8% | $10,265-61.9% | $11,601-66.3% |