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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 | $38,365 | $157,304-75.6% | $141,197-72.8% | $152,909-74.9% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.5%-28.3pp |
| Annual return | 26.02% | 64.34%-38.3pp | 71.41%-45.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $1,439 | $5,263-72.6% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $4,297 | $7,111-39.6% | $6,710-36.0% | $5,851-26.6% |
| Admin fee / account holder | $3,736 | $12,126-69.2% | $10,265-63.6% | $11,601-67.8% |