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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 | $23,131 | $183,592-87.4% | $155,567-85.1% | $145,959-84.2% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 16.76% | 61.24%-44.5pp | 64.74%-48.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,383 | $5,315-55.2% | $4,674-49.0% | $4,661-48.9% |
| Participant deferral / active EE | $4,620 | $6,464-28.5% | $5,628-17.9% | $6,689-30.9% |
| Admin fee / account holder | $355 | $19,318-98.2% | $15,916-97.8% | $13,398-97.3% |