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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 | $36,324 | $157,304-76.9% | $141,197-74.3% | $152,909-76.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.40% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,695 | $5,263-67.8% | $4,736-64.2% | $4,764-64.4% |
| Participant deferral / active EE | $5,392 | $7,111-24.2% | $6,710-19.6% | $5,851-7.8% |
| Admin fee / account holder | $476 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |