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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 | $41,810 | $157,296-73.4% | $141,191-70.4% | $152,897-72.7% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 28.72% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $1,247 | $5,262-76.3% | $4,736-73.7% | $4,764-73.8% |
| Participant deferral / active EE | $4,075 | $7,111-42.7% | $6,710-39.3% | $5,851-30.4% |
| Admin fee / account holder | $770 | $12,125-93.6% | $10,264-92.5% | $11,599-93.4% |