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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 | $28,552 | $183,516-84.4% | $155,534-81.6% | $145,884-80.4% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 12.21% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,608 | $5,315-69.7% | $4,675-65.6% | $4,662-65.5% |
| Participant deferral / active EE | $4,494 | $6,467-30.5% | $5,630-20.2% | $6,690-32.8% |
| Admin fee / account holder | $406 | $19,293-97.9% | $15,900-97.4% | $13,392-97.0% |