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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 | $43,175 | $157,304-72.6% | $141,197-69.4% | $152,909-71.8% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 21.51% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,772 | $5,263-66.3% | $4,736-62.6% | $4,764-62.8% |
| Participant deferral / active EE | $3,307 | $7,111-53.5% | $6,710-50.7% | $5,851-43.5% |
| Admin fee / account holder | $529 | $12,126-95.6% | $10,265-94.8% | $11,601-95.4% |