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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 | $42,120 | $157,296-73.2% | $141,191-70.2% | $152,897-72.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.57% | 64.34%-38.8pp | 71.41%-45.8pp | 345.43%-319.9pp |
| Employer contribution / active EE | $2,537 | $5,262-51.8% | $4,736-46.4% | $4,764-46.7% |
| Participant deferral / active EE | $3,827 | $7,111-46.2% | $6,710-43.0% | $5,851-34.6% |
| Admin fee / account holder | $316 | $12,125-97.4% | $10,264-96.9% | $11,599-97.3% |