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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 | $18,588 | $183,592-89.9% | $155,574-88.1% | $145,877-87.3% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 27.20% | 61.37%-34.2pp | 64.87%-37.7pp | 551.28%-524.1pp |
| Employer contribution / active EE | $2,020 | $5,317-62.0% | $4,676-56.8% | $4,663-56.7% |
| Participant deferral / active EE | $4,761 | $6,466-26.4% | $5,629-15.4% | $6,691-28.8% |
| Admin fee / account holder | $1,406 | $19,316-92.7% | $15,914-91.2% | $13,402-89.5% |