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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 | $28,051 | $157,304-82.2% | $141,197-80.1% | $152,909-81.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 31.79% | 64.34%-32.5pp | 71.41%-39.6pp | 345.46%-313.7pp |
| Employer contribution / active EE | $1,895 | $5,263-64.0% | $4,736-60.0% | $4,764-60.2% |
| Participant deferral / active EE | $3,114 | $7,111-56.2% | $6,710-53.6% | $5,851-46.8% |
| Admin fee / account holder | $1,431 | $12,126-88.2% | $10,265-86.1% | $11,601-87.7% |