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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 | $41,029 | $157,276-73.9% | $141,177-70.9% | $152,885-73.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 27.35% | 64.33%-37.0pp | 71.40%-44.1pp | 345.39%-318.0pp |
| Employer contribution / active EE | $3,523 | $5,262-33.0% | $4,736-25.6% | $4,763-26.0% |
| Participant deferral / active EE | $5,744 | $7,110-19.2% | $6,710-14.4% | $5,851-1.8% |
| Admin fee / account holder | $7,912 | $12,123-34.7% | $10,263-22.9% | $11,598-31.8% |