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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 | $33,615 | $148,582-77.4% | $135,942-75.3% | $139,456-75.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 60.01% | 79.26%-19.2pp | 68.28%-8.3pp | 373.45%-313.4pp |
| Employer contribution / active EE | $1,781 | $5,245-66.0% | $4,858-63.3% | $4,753-62.5% |
| Participant deferral / active EE | $3,806 | $8,101-53.0% | $7,759-50.9% | $6,711-43.3% |
| Admin fee / account holder | $5,149 | $12,402-58.5% | $10,764-52.2% | $11,407-54.9% |