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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 | $34,222 | $157,276-78.2% | $141,177-75.8% | $152,885-77.6% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 25.93% | 64.33%-38.4pp | 71.40%-45.5pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,171 | $5,262-77.7% | $4,736-75.3% | $4,763-75.4% |
| Participant deferral / active EE | $3,674 | $7,110-48.3% | $6,710-45.2% | $5,851-37.2% |
| Admin fee / account holder | $341 | $12,123-97.2% | $10,263-96.7% | $11,598-97.1% |