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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 | $38,684 | $152,592-74.6% | $125,180-69.1% | $152,885-74.7% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 20.10% | 54.84%-34.7pp | 43.79%-23.7pp | 345.39%-325.3pp |
| Employer contribution / active EE | $1,276 | $4,947-74.2% | $3,866-67.0% | $4,763-73.2% |
| Participant deferral / active EE | $3,174 | $5,868-45.9% | $4,937-35.7% | $5,851-45.8% |
| Admin fee / account holder | $968 | $13,435-92.8% | $9,703-90.0% | $11,598-91.7% |