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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 | $33,823 | $129,737-73.9% | $119,126-71.6% | $154,746-78.1% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 15.28% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,052 | $4,375-53.1% | $4,034-49.1% | $4,379-53.1% |
| Participant deferral / active EE | $4,842 | $5,842-17.1% | $5,318-9.0% | $6,730-28.1% |
| Admin fee / account holder | $2,144 | $11,961-82.1% | $10,693-80.0% | $14,365-85.1% |