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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 | $42,393 | $183,627-76.9% | $155,602-72.8% | $145,978-71.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.51% | 61.32%-46.8pp | 64.81%-50.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,396 | $5,316-73.7% | $4,675-70.1% | $4,662-70.1% |
| Participant deferral / active EE | $3,075 | $6,466-52.4% | $5,629-45.4% | $6,690-54.0% |
| Admin fee / account holder | $442 | $19,327-97.7% | $15,923-97.2% | $13,400-96.7% |