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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 | $31,103 | $183,592-83.1% | $155,574-80.0% | $145,877-78.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.17% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,588 | $5,317-70.1% | $4,676-66.0% | $4,663-65.9% |
| Participant deferral / active EE | $4,905 | $6,466-24.1% | $5,629-12.9% | $6,691-26.7% |
| Admin fee / account holder | $562 | $19,316-97.1% | $15,914-96.5% | $13,402-95.8% |