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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 | $56,858 | $183,592-69.0% | $155,574-63.5% | $145,877-61.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.11% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,216 | $5,317-77.1% | $4,676-74.0% | $4,663-73.9% |
| Participant deferral / active EE | $2,432 | $6,466-62.4% | $5,629-56.8% | $6,691-63.7% |
| Admin fee / account holder | $363 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |