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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 | $34,685 | $183,516-81.1% | $155,534-77.7% | $145,884-76.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.83% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,508 | $5,315-71.6% | $4,675-67.7% | $4,662-67.7% |
| Participant deferral / active EE | $2,183 | $6,467-66.2% | $5,630-61.2% | $6,690-67.4% |
| Admin fee / account holder | $4,345 | $19,293-77.5% | $15,900-72.7% | $13,392-67.6% |