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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 | $33,642 | $217,427-84.5% | $185,837-81.9% | $167,518-79.9% |
| Participation rate | 61.5% | 86.0%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 14.95% | 148.39%-133.4pp | 122.08%-107.1pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,589 | $5,874-73.0% | $5,168-69.3% | $4,838-67.2% |
| Participant deferral / active EE | $5,920 | $6,357-6.9% | $5,568+6.3% | $6,342-6.7% |
| Admin fee / account holder | $958 | $19,816-95.2% | $16,241-94.1% | $12,312-92.2% |