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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 | $38,487 | $183,592-79.0% | $155,574-75.3% | $145,877-73.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 30.98% | 61.37%-30.4pp | 64.87%-33.9pp | 551.28%-520.3pp |
| Employer contribution / active EE | $2,431 | $5,317-54.3% | $4,676-48.0% | $4,663-47.9% |
| Participant deferral / active EE | $5,419 | $6,466-16.2% | $5,629-3.7% | $6,691-19.0% |
| Admin fee / account holder | $514 | $19,316-97.3% | $15,914-96.8% | $13,402-96.2% |