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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 | $37,995 | $226,105-83.2% | $182,540-79.2% | $152,897-75.2% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.0%-25.3pp | 82.5%-29.8pp |
| Annual return | 21.53% | 192.58%-171.0pp | 148.58%-127.0pp | 345.43%-323.9pp |
| Employer contribution / active EE | $713 | $4,978-85.7% | $4,076-82.5% | $4,764-85.0% |
| Participant deferral / active EE | $3,658 | $6,370-42.6% | $5,525-33.8% | $5,851-37.5% |
| Admin fee / account holder | $2,367 | $10,706-77.9% | $8,593-72.5% | $11,599-79.6% |