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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 | $41,692 | $157,304-73.5% | $141,197-70.5% | $152,909-72.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.92% | 64.34%-39.4pp | 71.41%-46.5pp | 345.46%-320.5pp |
| Employer contribution / active EE | $3,337 | $5,263-36.6% | $4,736-29.6% | $4,764-30.0% |
| Participant deferral / active EE | $3,337 | $7,111-53.1% | $6,710-50.3% | $5,851-43.0% |
| Admin fee / account holder | $15,519 | $12,126+28.0% | $10,265+51.2% | $11,601+33.8% |