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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 | $41,211 | $183,516-77.5% | $155,534-73.5% | $145,884-71.8% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 12.96% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,814 | $5,315-65.9% | $4,675-61.2% | $4,662-61.1% |
| Participant deferral / active EE | $4,866 | $6,467-24.8% | $5,630-13.6% | $6,690-27.3% |
| Admin fee / account holder | $1,708 | $19,293-91.1% | $15,900-89.3% | $13,392-87.2% |