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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 | $38,382 | $183,539-79.1% | $155,556-75.3% | $145,897-73.7% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 16.07% | 61.31%-45.2pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,578 | $5,315-70.3% | $4,675-66.2% | $4,663-66.2% |
| Participant deferral / active EE | $4,665 | $6,467-27.9% | $5,631-17.1% | $6,689-30.3% |
| Admin fee / account holder | $2,020 | $19,275-89.5% | $15,885-87.3% | $13,390-84.9% |