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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 | $183,516-89.9% | $155,534-88.0% | $145,884-87.3% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 27.20% | 61.43%-34.2pp | 64.92%-37.7pp | 551.85%-524.7pp |
| Employer contribution / active EE | $2,020 | $5,315-62.0% | $4,675-56.8% | $4,662-56.7% |
| Participant deferral / active EE | $4,761 | $6,467-26.4% | $5,630-15.4% | $6,690-28.8% |
| Admin fee / account holder | $1,406 | $19,293-92.7% | $15,900-91.2% | $13,392-89.5% |