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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 | $33,441 | $183,516-81.8% | $155,534-78.5% | $145,884-77.1% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 15.65% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,907 | $5,315-64.1% | $4,675-59.2% | $4,662-59.1% |
| Participant deferral / active EE | $5,374 | $6,467-16.9% | $5,630-4.6% | $6,690-19.7% |
| Admin fee / account holder | $1,598 | $19,293-91.7% | $15,900-90.0% | $13,392-88.1% |