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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 | $53,366 | $157,296-66.1% | $141,191-62.2% | $152,897-65.1% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 24.36% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,432 | $5,262-72.8% | $4,736-69.8% | $4,764-69.9% |
| Participant deferral / active EE | $2,654 | $7,111-62.7% | $6,710-60.4% | $5,851-54.6% |
| Admin fee / account holder | $381 | $12,125-96.9% | $10,264-96.3% | $11,599-96.7% |