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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 | $29,015 | $152,619-81.0% | $125,195-76.8% | $152,909-81.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 12.82% | 54.85%-42.0pp | 43.79%-31.0pp | 345.46%-332.6pp |
| Employer contribution / active EE | $1,989 | $4,947-59.8% | $3,866-48.5% | $4,764-58.2% |
| Participant deferral / active EE | $2,458 | $5,869-58.1% | $4,937-50.2% | $5,851-58.0% |
| Admin fee / account holder | $829 | $13,437-93.8% | $9,704-91.5% | $11,601-92.9% |