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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 | $137,750 | $157,304-12.4% | $141,197-2.4% | $152,909-9.9% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.5%-41.3pp |
| Annual return | 27.15% | 64.34%-37.2pp | 71.41%-44.3pp | 345.46%-318.3pp |
| Employer contribution / active EE | $1,325 | $5,263-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $4,289 | $7,111-39.7% | $6,710-36.1% | $5,851-26.7% |
| Admin fee / account holder | $3,541 | $12,126-70.8% | $10,265-65.5% | $11,601-69.5% |