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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 | $29,038 | $157,276-81.5% | $141,177-79.4% | $152,885-81.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.41% | 64.33%-46.9pp | 71.40%-54.0pp | 345.39%-328.0pp |
| Employer contribution / active EE | $3,847 | $5,262-26.9% | $4,736-18.8% | $4,763-19.2% |
| Participant deferral / active EE | $7,032 | $7,110-1.1% | $6,710+4.8% | $5,851+20.2% |
| Admin fee / account holder | $876 | $12,123-92.8% | $10,263-91.5% | $11,598-92.4% |