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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 | $22,832 | $183,592-87.6% | $155,574-85.3% | $145,877-84.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 17.56% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,523 | $5,317-71.4% | $4,676-67.4% | $4,663-67.3% |
| Participant deferral / active EE | $5,523 | $6,466-14.6% | $5,629-1.9% | $6,691-17.5% |
| Admin fee / account holder | $7,320 | $19,316-62.1% | $15,914-54.0% | $13,402-45.4% |