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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 | $183,627-83.1% | $155,602-80.0% | $145,978-78.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.17% | 61.32%-47.1pp | 64.81%-50.6pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,588 | $5,316-70.1% | $4,675-66.0% | $4,662-65.9% |
| Participant deferral / active EE | $4,905 | $6,466-24.1% | $5,629-12.9% | $6,690-26.7% |
| Admin fee / account holder | $562 | $19,327-97.1% | $15,923-96.5% | $13,400-95.8% |