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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 | $39,388 | $185,905-78.8% | $170,057-76.8% | $139,487-71.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 21.38% | 60.56%-39.2pp | 53.42%-32.0pp | 373.84%-352.5pp |
| Employer contribution / active EE | $1,591 | $7,597-79.1% | $6,790-76.6% | $4,755-66.5% |
| Participant deferral / active EE | $6,409 | $11,627-44.9% | $10,411-38.4% | $6,713-4.5% |
| Admin fee / account holder | $799 | $15,397-94.8% | $12,826-93.8% | $11,407-93.0% |