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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 | $37,196 | $196,972-81.1% | $182,262-79.6% | $198,609-81.3% |
| Participation rate | 58.3% | 85.7%-27.4pp | 84.2%-25.9pp | 82.4%-24.0pp |
| Annual return | 15.79% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,493 | $5,364-72.2% | $5,046-70.4% | $5,055-70.5% |
| Participant deferral / active EE | $4,843 | $8,643-44.0% | $8,276-41.5% | $6,977-30.6% |
| Admin fee / account holder | $320 | $18,429-98.3% | $16,712-98.1% | $19,030-98.3% |