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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 | $32,492 | $175,231-81.5% | $149,696-78.3% | $139,466-76.7% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 17.03% | 166.77%-149.7pp | 134.46%-117.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,127 | $5,478-79.4% | $4,821-76.6% | $4,754-76.3% |
| Participant deferral / active EE | $3,287 | $6,521-49.6% | $5,682-42.2% | $6,712-51.0% |
| Admin fee / account holder | $333 | $16,155-97.9% | $13,212-97.5% | $11,409-97.1% |