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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 | $183,592-83.8% | $155,574-80.9% | $145,877-79.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.56% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $3,361 | $5,317-36.8% | $4,676-28.1% | $4,663-27.9% |
| Participant deferral / active EE | $3,189 | $6,466-50.7% | $5,629-43.4% | $6,691-52.3% |
| Admin fee / account holder | $1,004 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |