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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 | $39,230 | $183,516-78.6% | $155,534-74.8% | $145,884-73.1% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 11.58% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,196 | $5,315-77.5% | $4,675-74.4% | $4,662-74.3% |
| Participant deferral / active EE | $2,946 | $6,467-54.4% | $5,630-47.7% | $6,690-56.0% |
| Admin fee / account holder | $823 | $19,293-95.7% | $15,900-94.8% | $13,392-93.9% |