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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 | $20,910 | $183,592-88.6% | $155,574-86.6% | $145,877-85.7% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 14.92% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,129 | $5,317-78.8% | $4,676-75.9% | $4,663-75.8% |
| Participant deferral / active EE | $4,149 | $6,466-35.8% | $5,629-26.3% | $6,691-38.0% |
| Admin fee / account holder | $814 | $19,316-95.8% | $15,914-94.9% | $13,402-93.9% |