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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 | $26,097 | $157,296-83.4% | $141,191-81.5% | $152,897-82.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.36% | 64.34%-45.0pp | 71.41%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $3,412 | $5,262-35.2% | $4,736-28.0% | $4,764-28.4% |
| Participant deferral / active EE | $2,861 | $7,111-59.8% | $6,710-57.4% | $5,851-51.1% |
| Admin fee / account holder | $405 | $12,125-96.7% | $10,264-96.1% | $11,599-96.5% |