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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 | $41,648 | $157,296-73.5% | $141,191-70.5% | $152,897-72.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 20.35% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,723 | $5,262-67.3% | $4,736-63.6% | $4,764-63.8% |
| Participant deferral / active EE | $5,982 | $7,111-15.9% | $6,710-10.8% | $5,851+2.2% |
| Admin fee / account holder | $337 | $12,125-97.2% | $10,264-96.7% | $11,599-97.1% |