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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 | $31,605 | $157,296-79.9% | $141,191-77.6% | $152,897-79.3% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 24.58% | 64.34%-39.8pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,221 | $5,262-57.8% | $4,736-53.1% | $4,764-53.4% |
| Participant deferral / active EE | $3,271 | $7,111-54.0% | $6,710-51.2% | $5,851-44.1% |
| Admin fee / account holder | $406 | $12,125-96.7% | $10,264-96.0% | $11,599-96.5% |