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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 | $41,959 | $157,304-73.3% | $141,197-70.3% | $152,909-72.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 24.66% | 64.34%-39.7pp | 71.41%-46.8pp | 345.46%-320.8pp |
| Employer contribution / active EE | $1,650 | $5,263-68.6% | $4,736-65.2% | $4,764-65.4% |
| Participant deferral / active EE | $5,657 | $7,111-20.4% | $6,710-15.7% | $5,851-3.3% |
| Admin fee / account holder | $1,233 | $12,126-89.8% | $10,265-88.0% | $11,601-89.4% |