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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 | $61,410 | $157,304-61.0% | $141,197-56.5% | $152,909-59.8% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 30.24% | 64.34%-34.1pp | 71.41%-41.2pp | 345.46%-315.2pp |
| Employer contribution / active EE | $1,729 | $5,263-67.2% | $4,736-63.5% | $4,764-63.7% |
| Participant deferral / active EE | $6,135 | $7,111-13.7% | $6,710-8.6% | $5,851+4.8% |
| Admin fee / account holder | $801 | $12,126-93.4% | $10,265-92.2% | $11,601-93.1% |