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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 | $29,150 | $156,398-81.4% | $147,318-80.2% | $138,895-79.0% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 26.69% | 78.75%-52.1pp | 70.43%-43.7pp | 145.39%-118.7pp |
| Employer contribution / active EE | $1,375 | $4,853-71.7% | $4,593-70.1% | $4,194-67.2% |
| Participant deferral / active EE | $4,383 | $8,237-46.8% | $7,906-44.6% | $6,396-31.5% |
| Admin fee / account holder | $668 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |