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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 | $35,584 | $209,425-83.0% | $178,499-80.1% | $158,966-77.6% |
| Participation rate | 69.6% | 86.4%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 22.48% | 188.80%-166.3pp | 151.10%-128.6pp | 302.95%-280.5pp |
| Employer contribution / active EE | $1,970 | $5,707-65.5% | $5,011-60.7% | $4,762-58.6% |
| Participant deferral / active EE | $2,479 | $5,955-58.4% | $5,202-52.4% | $5,983-58.6% |
| Admin fee / account holder | $1,828 | $17,078-89.3% | $13,986-86.9% | $11,250-83.7% |