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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 | $22,046 | $162,136-86.4% | $152,301-85.5% | $154,746-85.8% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 82.48% | 91.02%-8.5pp | 80.50%+2.0pp | 172.34%-89.9pp |
| Employer contribution / active EE | $2,450 | $4,890-49.9% | $4,624-47.0% | $4,379-44.1% |
| Participant deferral / active EE | $7,495 | $8,341-10.1% | $8,004-6.4% | $6,730+11.4% |
| Admin fee / account holder | $857 | $15,759-94.6% | $14,398-94.0% | $14,365-94.0% |