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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 | $46,780 | $157,296-70.3% | $141,191-66.9% | $152,897-69.4% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 19.47% | 64.34%-44.9pp | 71.41%-51.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,082 | $5,262-79.4% | $4,736-77.1% | $4,764-77.3% |
| Participant deferral / active EE | $2,415 | $7,111-66.0% | $6,710-64.0% | $5,851-58.7% |
| Admin fee / account holder | $1,178 | $12,125-90.3% | $10,264-88.5% | $11,599-89.8% |