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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 | $35,514 | $157,304-77.4% | $141,197-74.8% | $152,909-76.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 25.46% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $2,288 | $5,263-56.5% | $4,736-51.7% | $4,764-52.0% |
| Participant deferral / active EE | $3,924 | $7,111-44.8% | $6,710-41.5% | $5,851-32.9% |
| Admin fee / account holder | $3,061 | $12,126-74.8% | $10,265-70.2% | $11,601-73.6% |