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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 | $37,781 | $183,539-79.4% | $155,556-75.7% | $145,897-74.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.86% | 61.31%-44.4pp | 64.84%-48.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,875 | $5,315-64.7% | $4,675-59.9% | $4,663-59.8% |
| Participant deferral / active EE | $4,576 | $6,467-29.2% | $5,631-18.7% | $6,689-31.6% |
| Admin fee / account holder | $329 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |