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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 | $32,541 | $227,633-85.7% | $189,597-82.8% | $167,553-80.6% |
| Participation rate | 57.1% | 82.5%-25.4pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 9.71% | 78.45%-68.7pp | 64.20%-54.5pp | 478.89%-469.2pp |
| Employer contribution / active EE | $1,395 | $5,317-73.8% | $4,412-68.4% | $4,840-71.2% |
| Participant deferral / active EE | $2,750 | $7,003-60.7% | $6,174-55.5% | $6,343-56.6% |
| Admin fee / account holder | $721 | $11,879-93.9% | $9,807-92.6% | $12,316-94.1% |