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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 | $37,151 | $157,296-76.4% | $141,191-73.7% | $152,897-75.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 24.25% | 64.34%-40.1pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $2,396 | $5,262-54.5% | $4,736-49.4% | $4,764-49.7% |
| Participant deferral / active EE | $9,683 | $7,111+36.2% | $6,710+44.3% | $5,851+65.5% |
| Admin fee / account holder | $1,328 | $12,125-89.0% | $10,264-87.1% | $11,599-88.5% |