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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 | $49,398 | $157,296-68.6% | $141,191-65.0% | $152,897-67.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 30.48% | 64.34%-33.9pp | 71.41%-40.9pp | 345.43%-314.9pp |
| Employer contribution / active EE | $1,686 | $5,262-68.0% | $4,736-64.4% | $4,764-64.6% |
| Participant deferral / active EE | $7,464 | $7,111+5.0% | $6,710+11.2% | $5,851+27.6% |
| Admin fee / account holder | $40,510 | $12,125+234.1% | $10,264+294.7% | $11,599+249.2% |