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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 | $33,897 | $157,296-78.5% | $141,191-76.0% | $152,897-77.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 41.18% | 64.34%-23.2pp | 71.41%-30.2pp | 345.43%-304.3pp |
| Employer contribution / active EE | $1,977 | $5,262-62.4% | $4,736-58.3% | $4,764-58.5% |
| Participant deferral / active EE | $5,608 | $7,111-21.1% | $6,710-16.4% | $5,851-4.2% |
| Admin fee / account holder | $1,628 | $12,125-86.6% | $10,264-84.1% | $11,599-86.0% |