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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 | $41,383 | $157,276-73.7% | $141,177-70.7% | $152,885-72.9% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 26.16% | 64.33%-38.2pp | 71.40%-45.2pp | 345.39%-319.2pp |
| Employer contribution / active EE | $2,115 | $5,262-59.8% | $4,736-55.3% | $4,763-55.6% |
| Participant deferral / active EE | $5,281 | $7,110-25.7% | $6,710-21.3% | $5,851-9.7% |
| Admin fee / account holder | $5,560 | $12,123-54.1% | $10,263-45.8% | $11,598-52.1% |