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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 | $33,534 | $165,399-79.7% | $149,745-77.6% | $158,982-78.9% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 23.46% | 348.34%-324.9pp | 276.72%-253.3pp | 302.99%-279.5pp |
| Employer contribution / active EE | $1,436 | $5,105-71.9% | $4,646-69.1% | $4,763-69.8% |
| Participant deferral / active EE | $3,085 | $7,183-57.0% | $6,843-54.9% | $5,983-48.4% |
| Admin fee / account holder | $6,118 | $10,811-43.4% | $9,312-34.3% | $11,252-45.6% |