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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 | $30,804 | $154,228-80.0% | $145,433-78.8% | $137,256-77.6% |
| Participation rate | 65.2% | 83.8%-18.6pp | 82.1%-16.9pp | 80.0%-14.7pp |
| Annual return | 51.70% | 74.59%-22.9pp | 66.58%-14.9pp | 220.34%-168.6pp |
| Employer contribution / active EE | $1,651 | $4,804-65.6% | $4,554-63.8% | $4,156-60.3% |
| Participant deferral / active EE | $5,637 | $8,216-31.4% | $7,897-28.6% | $6,407-12.0% |
| Admin fee / account holder | $12,424 | $14,344-13.4% | $13,129-5.4% | $12,270+1.3% |