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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 | $27,261 | $157,296-82.7% | $141,191-80.7% | $152,897-82.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 32.84% | 64.34%-31.5pp | 71.41%-38.6pp | 345.43%-312.6pp |
| Employer contribution / active EE | $2,843 | $5,262-46.0% | $4,736-40.0% | $4,764-40.3% |
| Participant deferral / active EE | $6,305 | $7,111-11.3% | $6,710-6.0% | $5,851+7.8% |
| Admin fee / account holder | $3,272 | $12,125-73.0% | $10,264-68.1% | $11,599-71.8% |