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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 | $31,666 | $183,592-82.8% | $155,574-79.6% | $145,877-78.3% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 17.59% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,609 | $5,317-50.9% | $4,676-44.2% | $4,663-44.0% |
| Participant deferral / active EE | $6,788 | $6,466+5.0% | $5,629+20.6% | $6,691+1.5% |
| Admin fee / account holder | $753 | $19,316-96.1% | $15,914-95.3% | $13,402-94.4% |