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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 | $31,422 | $183,516-82.9% | $155,534-79.8% | $145,884-78.5% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 17.76% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,403 | $5,315-73.6% | $4,675-70.0% | $4,662-69.9% |
| Participant deferral / active EE | $3,933 | $6,467-39.2% | $5,630-30.1% | $6,690-41.2% |
| Admin fee / account holder | $1,644 | $19,293-91.5% | $15,900-89.7% | $13,392-87.7% |