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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 | $41,218 | $157,296-73.8% | $141,191-70.8% | $152,897-73.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 25.42% | 64.34%-38.9pp | 71.41%-46.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $2,432 | $5,262-53.8% | $4,736-48.7% | $4,764-49.0% |
| Participant deferral / active EE | $5,602 | $7,111-21.2% | $6,710-16.5% | $5,851-4.3% |
| Admin fee / account holder | $609 | $12,125-95.0% | $10,264-94.1% | $11,599-94.8% |