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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 | $31,860 | $157,296-79.7% | $141,191-77.4% | $152,897-79.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 24.37% | 64.34%-40.0pp | 71.41%-47.0pp | 345.43%-321.1pp |
| Employer contribution / active EE | $2,265 | $5,262-57.0% | $4,736-52.2% | $4,764-52.4% |
| Participant deferral / active EE | $3,853 | $7,111-45.8% | $6,710-42.6% | $5,851-34.2% |
| Admin fee / account holder | $2,724 | $12,125-77.5% | $10,264-73.5% | $11,599-76.5% |