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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 | $34,047 | $157,296-78.4% | $141,191-75.9% | $152,897-77.7% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 27.07% | 64.34%-37.3pp | 71.41%-44.3pp | 345.43%-318.4pp |
| Employer contribution / active EE | $1,543 | $5,262-70.7% | $4,736-67.4% | $4,764-67.6% |
| Participant deferral / active EE | $3,343 | $7,111-53.0% | $6,710-50.2% | $5,851-42.9% |
| Admin fee / account holder | $398 | $12,125-96.7% | $10,264-96.1% | $11,599-96.6% |