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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 | $32,194 | $183,592-82.5% | $155,574-79.3% | $145,877-77.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.91% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,407 | $5,317-73.5% | $4,676-69.9% | $4,663-69.8% |
| Participant deferral / active EE | $4,494 | $6,466-30.5% | $5,629-20.2% | $6,691-32.8% |
| Admin fee / account holder | $1,744 | $19,316-91.0% | $15,914-89.0% | $13,402-87.0% |