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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 | $41,652 | $157,276-73.5% | $141,177-70.5% | $152,885-72.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 25.05% | 64.33%-39.3pp | 71.40%-46.4pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,377 | $5,262-73.8% | $4,736-70.9% | $4,763-71.1% |
| Participant deferral / active EE | $4,521 | $7,110-36.4% | $6,710-32.6% | $5,851-22.7% |
| Admin fee / account holder | $4,019 | $12,123-66.8% | $10,263-60.8% | $11,598-65.3% |