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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 | $28,541 | $157,304-81.9% | $141,197-79.8% | $152,909-81.3% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 18.94% | 64.34%-45.4pp | 71.41%-52.5pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,248 | $5,263-76.3% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $3,048 | $7,111-57.1% | $6,710-54.6% | $5,851-47.9% |
| Admin fee / account holder | $1,276 | $12,126-89.5% | $10,265-87.6% | $11,601-89.0% |