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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 | $31,734 | $157,276-79.8% | $141,177-77.5% | $152,885-79.2% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 21.56% | 64.33%-42.8pp | 71.40%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $1,324 | $5,262-74.8% | $4,736-72.0% | $4,763-72.2% |
| Participant deferral / active EE | $2,869 | $7,110-59.7% | $6,710-57.2% | $5,851-51.0% |
| Admin fee / account holder | $6,153 | $12,123-49.2% | $10,263-40.0% | $11,598-46.9% |