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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 | $36,360 | $183,627-80.2% | $155,602-76.6% | $145,978-75.1% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 14.08% | 61.32%-47.2pp | 64.81%-50.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,211 | $5,316-77.2% | $4,675-74.1% | $4,662-74.0% |
| Participant deferral / active EE | $2,260 | $6,466-65.0% | $5,629-59.8% | $6,690-66.2% |
| Admin fee / account holder | $13,357 | $19,327-30.9% | $15,923-16.1% | $13,400-0.3% |