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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 | $39,705 | $202,440-80.4% | $169,390-76.6% | $139,466-71.5% |
| Participation rate | 42.9% | 81.1%-38.3pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 35.23% | 532.36%-497.1pp | 406.07%-370.8pp | 373.66%-338.4pp |
| Employer contribution / active EE | $1,462 | $4,693-68.8% | $4,013-63.6% | $4,754-69.2% |
| Participant deferral / active EE | $5,856 | $6,940-15.6% | $6,222-5.9% | $6,712-12.7% |
| Admin fee / account holder | $1,116 | $10,722-89.6% | $9,015-87.6% | $11,409-90.2% |