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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 | $32,675 | $157,304-79.2% | $141,197-76.9% | $152,909-78.6% |
| Participation rate | 27.3% | 84.8%-57.6pp | 82.5%-55.2pp | 82.5%-55.2pp |
| Annual return | 29.42% | 64.34%-34.9pp | 71.41%-42.0pp | 345.46%-316.0pp |
| Employer contribution / active EE | $1,516 | $5,263-71.2% | $4,736-68.0% | $4,764-68.2% |
| Participant deferral / active EE | $5,943 | $7,111-16.4% | $6,710-11.4% | $5,851+1.6% |
| Admin fee / account holder | $906 | $12,126-92.5% | $10,265-91.2% | $11,601-92.2% |