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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 | $34,706 | $157,276-77.9% | $141,177-75.4% | $152,885-77.3% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.5%-41.3pp |
| Annual return | 23.28% | 64.33%-41.1pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $1,670 | $5,262-68.3% | $4,736-64.7% | $4,763-64.9% |
| Participant deferral / active EE | $3,229 | $7,110-54.6% | $6,710-51.9% | $5,851-44.8% |
| Admin fee / account holder | $409 | $12,123-96.6% | $10,263-96.0% | $11,598-96.5% |