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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% | $155,567-80.0% | $145,959-78.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.17% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,588 | $5,315-70.1% | $4,674-66.0% | $4,661-65.9% |
| Participant deferral / active EE | $4,905 | $6,464-24.1% | $5,628-12.8% | $6,689-26.7% |
| Admin fee / account holder | $562 | $19,318-97.1% | $15,916-96.5% | $13,398-95.8% |