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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 | $35,013 | $157,296-77.7% | $141,191-75.2% | $152,897-77.1% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 22.56% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,728 | $5,262-67.2% | $4,736-63.5% | $4,764-63.7% |
| Participant deferral / active EE | $4,332 | $7,111-39.1% | $6,710-35.4% | $5,851-26.0% |
| Admin fee / account holder | $417 | $12,125-96.6% | $10,264-95.9% | $11,599-96.4% |