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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 | $20,931 | $148,623-85.9% | $135,974-84.6% | $139,466-85.0% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 33.23% | 79.30%-46.1pp | 68.30%-35.1pp | 373.66%-340.4pp |
| Employer contribution / active EE | $1,745 | $5,246-66.7% | $4,859-64.1% | $4,754-63.3% |
| Participant deferral / active EE | $6,264 | $8,103-22.7% | $7,760-19.3% | $6,712-6.7% |
| Admin fee / account holder | $1,034 | $12,406-91.7% | $10,767-90.4% | $11,409-90.9% |