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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 | $33,350 | $157,304-78.8% | $141,197-76.4% | $152,909-78.2% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.5%-17.2pp |
| Annual return | 25.86% | 64.34%-38.5pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,951 | $5,263-43.9% | $4,736-37.7% | $4,764-38.0% |
| Participant deferral / active EE | $4,661 | $7,111-34.5% | $6,710-30.5% | $5,851-20.4% |
| Admin fee / account holder | $3,598 | $12,126-70.3% | $10,265-65.0% | $11,601-69.0% |