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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 | $34,368 | $183,627-81.3% | $155,602-77.9% | $145,978-76.5% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 8.76% | 61.32%-52.6pp | 64.81%-56.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $1,746 | $5,316-67.2% | $4,675-62.7% | $4,662-62.5% |
| Participant deferral / active EE | $2,802 | $6,466-56.7% | $5,629-50.2% | $6,690-58.1% |
| Admin fee / account holder | $1,291 | $19,327-93.3% | $15,923-91.9% | $13,400-90.4% |