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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 | $27,120 | $157,296-82.8% | $141,191-80.8% | $152,897-82.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 37.22% | 64.34%-27.1pp | 71.41%-34.2pp | 345.43%-308.2pp |
| Employer contribution / active EE | $1,311 | $5,262-75.1% | $4,736-72.3% | $4,764-72.5% |
| Participant deferral / active EE | $2,449 | $7,111-65.6% | $6,710-63.5% | $5,851-58.1% |
| Admin fee / account holder | $508 | $12,125-95.8% | $10,264-95.1% | $11,599-95.6% |