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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 | $37,591 | $157,304-76.1% | $141,197-73.4% | $152,909-75.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 20.94% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,564 | $5,263-70.3% | $4,736-67.0% | $4,764-67.2% |
| Participant deferral / active EE | $4,515 | $7,111-36.5% | $6,710-32.7% | $5,851-22.8% |
| Admin fee / account holder | $1,192 | $12,126-90.2% | $10,265-88.4% | $11,601-89.7% |