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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 | $46,453 | $157,296-70.5% | $141,191-67.1% | $152,897-69.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 16.80% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,441 | $5,262-72.6% | $4,736-69.6% | $4,764-69.7% |
| Participant deferral / active EE | $2,535 | $7,111-64.3% | $6,710-62.2% | $5,851-56.7% |
| Admin fee / account holder | $1,048 | $12,125-91.4% | $10,264-89.8% | $11,599-91.0% |