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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 | $18,317 | $183,627-90.0% | $155,602-88.2% | $145,978-87.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.24% | 61.32%-48.1pp | 64.81%-51.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,834 | $5,316-65.5% | $4,675-60.8% | $4,662-60.7% |
| Participant deferral / active EE | $3,141 | $6,466-51.4% | $5,629-44.2% | $6,690-53.1% |
| Admin fee / account holder | $1,531 | $19,327-92.1% | $15,923-90.4% | $13,400-88.6% |