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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 | $36,628 | $148,582-75.3% | $135,942-73.1% | $139,456-73.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 51.30% | 79.26%-28.0pp | 68.28%-17.0pp | 373.45%-322.2pp |
| Employer contribution / active EE | $3,179 | $5,245-39.4% | $4,858-34.5% | $4,753-33.1% |
| Participant deferral / active EE | $4,693 | $8,101-42.1% | $7,759-39.5% | $6,711-30.1% |
| Admin fee / account holder | $729 | $12,402-94.1% | $10,764-93.2% | $11,407-93.6% |