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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 | $31,943 | $152,619-79.1% | $125,195-74.5% | $152,909-79.1% |
| Participation rate | 57.9% | 83.3%-25.4pp | 79.8%-21.9pp | 82.5%-24.6pp |
| Annual return | 22.78% | 54.85%-32.1pp | 43.79%-21.0pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,897 | $4,947-61.6% | $3,866-50.9% | $4,764-60.2% |
| Participant deferral / active EE | $2,799 | $5,869-52.3% | $4,937-43.3% | $5,851-52.2% |
| Admin fee / account holder | $894 | $13,437-93.4% | $9,704-90.8% | $11,601-92.3% |