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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 | $25,339 | $183,516-86.2% | $155,534-83.7% | $145,884-82.6% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 17.28% | 61.43%-44.1pp | 64.92%-47.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,373 | $5,315-74.2% | $4,675-70.6% | $4,662-70.6% |
| Participant deferral / active EE | $4,909 | $6,467-24.1% | $5,630-12.8% | $6,690-26.6% |
| Admin fee / account holder | $612 | $19,293-96.8% | $15,900-96.2% | $13,392-95.4% |