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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 | $27,926 | $157,304-82.2% | $141,197-80.2% | $152,909-81.7% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 23.45% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,658 | $5,263-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $3,409 | $7,111-52.1% | $6,710-49.2% | $5,851-41.7% |
| Admin fee / account holder | $2,344 | $12,126-80.7% | $10,265-77.2% | $11,601-79.8% |