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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 | $31,557 | $183,516-82.8% | $155,534-79.7% | $145,884-78.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.99% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,826 | $5,315-65.6% | $4,675-60.9% | $4,662-60.8% |
| Participant deferral / active EE | $11,069 | $6,467+71.2% | $5,630+96.6% | $6,690+65.5% |
| Admin fee / account holder | $1,007 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |