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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 | $183,539-69.0% | $155,556-63.4% | $145,897-61.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.11% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,216 | $5,315-77.1% | $4,675-74.0% | $4,663-73.9% |
| Participant deferral / active EE | $2,432 | $6,467-62.4% | $5,631-56.8% | $6,689-63.6% |
| Admin fee / account holder | $363 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |