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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 | $37,175 | $132,634-72.0% | $115,768-67.9% | $137,256-72.9% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 22.35% | 160.70%-138.3pp | 100.46%-78.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,648 | $3,360-51.0% | $2,940-44.0% | $4,156-60.4% |
| Participant deferral / active EE | $4,077 | $5,619-27.4% | $4,917-17.1% | $6,407-36.4% |
| Admin fee / account holder | $1,480 | $15,028-90.1% | $12,439-88.1% | $12,270-87.9% |