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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 | $38,133 | $183,592-79.2% | $155,567-75.5% | $145,959-73.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 16.71% | 61.24%-44.5pp | 64.74%-48.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,035 | $5,315-61.7% | $4,674-56.5% | $4,661-56.3% |
| Participant deferral / active EE | $5,617 | $6,464-13.1% | $5,628-0.2% | $6,689-16.0% |
| Admin fee / account holder | $462 | $19,318-97.6% | $15,916-97.1% | $13,398-96.5% |