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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 | $37,066 | $165,584-77.6% | $142,942-74.1% | $137,256-73.0% |
| Participation rate | 52.4% | 80.1%-27.7pp | 76.8%-24.5pp | 80.0%-27.6pp |
| Annual return | 16.77% | 164.22%-147.4pp | 113.70%-96.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,515 | $4,725-67.9% | $4,139-63.4% | $4,156-63.5% |
| Participant deferral / active EE | $3,927 | $8,194-52.1% | $7,128-44.9% | $6,407-38.7% |
| Admin fee / account holder | $951 | $16,167-94.1% | $12,475-92.4% | $12,270-92.3% |