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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 | $40,708 | $157,296-74.1% | $141,191-71.2% | $152,897-73.4% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 27.99% | 64.34%-36.3pp | 71.41%-43.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $2,591 | $5,262-50.8% | $4,736-45.3% | $4,764-45.6% |
| Participant deferral / active EE | $4,872 | $7,111-31.5% | $6,710-27.4% | $5,851-16.7% |
| Admin fee / account holder | $6,315 | $12,125-47.9% | $10,264-38.5% | $11,599-45.6% |