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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 | $38,268 | $172,111-77.8% | $150,298-74.5% | $137,256-72.1% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 23.03% | 69.37%-46.3pp | 62.79%-39.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,168 | $4,636-53.2% | $4,154-47.8% | $4,156-47.8% |
| Participant deferral / active EE | $5,530 | $6,166-10.3% | $5,453+1.4% | $6,407-13.7% |
| Admin fee / account holder | $345 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |