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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 | $42,357 | $157,296-73.1% | $141,191-70.0% | $152,897-72.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 24.72% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,453 | $5,262-72.4% | $4,736-69.3% | $4,764-69.5% |
| Participant deferral / active EE | $4,064 | $7,111-42.8% | $6,710-39.4% | $5,851-30.5% |
| Admin fee / account holder | $2,224 | $12,125-81.7% | $10,264-78.3% | $11,599-80.8% |