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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 | $29,716 | $183,539-83.8% | $155,556-80.9% | $145,897-79.6% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.56% | 61.31%-51.7pp | 64.84%-55.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,361 | $5,315-36.8% | $4,675-28.1% | $4,663-27.9% |
| Participant deferral / active EE | $3,189 | $6,467-50.7% | $5,631-43.4% | $6,689-52.3% |
| Admin fee / account holder | $1,004 | $19,275-94.8% | $15,885-93.7% | $13,390-92.5% |