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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 | $36,862 | $148,623-75.2% | $135,974-72.9% | $139,466-73.6% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 20.31% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,020 | $5,246-61.5% | $4,859-58.4% | $4,754-57.5% |
| Participant deferral / active EE | $5,074 | $8,103-37.4% | $7,760-34.6% | $6,712-24.4% |
| Admin fee / account holder | $514 | $12,406-95.9% | $10,767-95.2% | $11,409-95.5% |