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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 | $37,495 | $183,539-79.6% | $155,556-75.9% | $145,897-74.3% |
| Participation rate | 59.1% | 82.7%-23.6pp | 78.2%-19.1pp | 80.3%-21.2pp |
| Annual return | 11.07% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,042 | $5,315-61.6% | $4,675-56.3% | $4,663-56.2% |
| Participant deferral / active EE | $3,591 | $6,467-44.5% | $5,631-36.2% | $6,689-46.3% |
| Admin fee / account holder | $1,405 | $19,275-92.7% | $15,885-91.2% | $13,390-89.5% |