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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 | $39,558 | $198,457-80.1% | $170,435-76.8% | $147,586-73.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.91% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,130 | $6,183-65.5% | $5,432-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $3,619 | $5,629-35.7% | $4,939-26.7% | $5,439-33.5% |
| Admin fee / account holder | $1,160 | $16,852-93.1% | $13,881-91.6% | $10,886-89.3% |