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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 | $24,463 | $183,516-86.7% | $155,534-84.3% | $145,884-83.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.52% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,486 | $5,315-72.0% | $4,675-68.2% | $4,662-68.1% |
| Participant deferral / active EE | $2,350 | $6,467-63.7% | $5,630-58.3% | $6,690-64.9% |
| Admin fee / account holder | $1,983 | $19,293-89.7% | $15,900-87.5% | $13,392-85.2% |