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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 | $33,994 | $157,304-78.4% | $141,197-75.9% | $152,909-77.8% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 27.33% | 64.34%-37.0pp | 71.41%-44.1pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,317 | $5,263-75.0% | $4,736-72.2% | $4,764-72.4% |
| Participant deferral / active EE | $7,516 | $7,111+5.7% | $6,710+12.0% | $5,851+28.5% |
| Admin fee / account holder | $2,742 | $12,126-77.4% | $10,265-73.3% | $11,601-76.4% |