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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 | $31,554 | $157,296-79.9% | $141,191-77.7% | $152,897-79.4% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 21.46% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,324 | $5,262-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $2,832 | $7,111-60.2% | $6,710-57.8% | $5,851-51.6% |
| Admin fee / account holder | $2,546 | $12,125-79.0% | $10,264-75.2% | $11,599-78.1% |