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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 | $86,728 | $157,276-44.9% | $141,177-38.6% | $152,885-43.3% |
| Participation rate | 42.1% | 84.8%-42.7pp | 82.5%-40.4pp | 82.5%-40.3pp |
| Annual return | 36.35% | 64.33%-28.0pp | 71.40%-35.1pp | 345.39%-309.0pp |
| Employer contribution / active EE | $1,051 | $5,262-80.0% | $4,736-77.8% | $4,763-77.9% |
| Participant deferral / active EE | $3,050 | $7,110-57.1% | $6,710-54.5% | $5,851-47.9% |
| Admin fee / account holder | $1,917 | $12,123-84.2% | $10,263-81.3% | $11,598-83.5% |