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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 | $28,821 | $183,539-84.3% | $155,556-81.5% | $145,897-80.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.13% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,859 | $5,315-65.0% | $4,675-60.2% | $4,663-60.1% |
| Participant deferral / active EE | $3,136 | $6,467-51.5% | $5,631-44.3% | $6,689-53.1% |
| Admin fee / account holder | $845 | $19,275-95.6% | $15,885-94.7% | $13,390-93.7% |