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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 | $34,528 | $157,296-78.0% | $141,191-75.5% | $152,897-77.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 16.24% | 64.34%-48.1pp | 71.41%-55.2pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,362 | $5,262-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $3,620 | $7,111-49.1% | $6,710-46.1% | $5,851-38.1% |
| Admin fee / account holder | $1,178 | $12,125-90.3% | $10,264-88.5% | $11,599-89.8% |