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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 | $38,198 | $162,529-76.5% | $130,788-70.8% | $154,746-75.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 70.1%-14.5pp | 80.7%-25.1pp |
| Annual return | 14.44% | 510.48%-496.0pp | 386.44%-372.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,754 | $4,447-15.6% | $3,558+5.5% | $4,379-14.3% |
| Participant deferral / active EE | $1,983 | $4,808-58.8% | $4,137-52.1% | $6,730-70.5% |
| Admin fee / account holder | $381 | $7,669-95.0% | $6,673-94.3% | $14,365-97.3% |