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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 | $29,608 | $144,130-79.5% | $117,860-74.9% | $147,585-79.9% |
| Participation rate | 61.1% | 83.4%-22.3pp | 79.7%-18.6pp | 82.8%-21.7pp |
| Annual return | 18.77% | 531.20%-512.4pp | 335.10%-316.3pp | 578.58%-559.8pp |
| Employer contribution / active EE | $1,169 | $4,897-76.1% | $3,786-69.1% | $4,876-76.0% |
| Participant deferral / active EE | $2,077 | $5,316-60.9% | $4,482-53.7% | $5,439-61.8% |
| Admin fee / account holder | $686 | $10,887-93.7% | $8,021-91.4% | $10,886-93.7% |