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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 | $37,400 | $148,629-74.8% | $135,982-72.5% | $139,487-73.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.73% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $1,636 | $5,247-68.8% | $4,859-66.3% | $4,755-65.6% |
| Participant deferral / active EE | $3,160 | $8,102-61.0% | $7,760-59.3% | $6,713-52.9% |
| Admin fee / account holder | $430 | $12,406-96.5% | $10,767-96.0% | $11,407-96.2% |