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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 | $37,438 | $148,582-74.8% | $135,942-72.5% | $139,456-73.2% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 21.84% | 79.26%-57.4pp | 68.28%-46.4pp | 373.45%-351.6pp |
| Employer contribution / active EE | $1,634 | $5,245-68.8% | $4,858-66.4% | $4,753-65.6% |
| Participant deferral / active EE | $5,455 | $8,101-32.7% | $7,759-29.7% | $6,711-18.7% |
| Admin fee / account holder | $827 | $12,402-93.3% | $10,764-92.3% | $11,407-92.8% |