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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 | $38,836 | $166,242-76.6% | $165,071-76.5% | $145,884-73.4% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 48.06% | 100.44%-52.4pp | 70.17%-22.1pp | 551.85%-503.8pp |
| Employer contribution / active EE | $1,427 | $5,283-73.0% | $4,347-67.2% | $4,662-69.4% |
| Participant deferral / active EE | $4,988 | $6,964-28.4% | $6,035-17.3% | $6,690-25.4% |
| Admin fee / account holder | $350 | $16,658-97.9% | $12,695-97.2% | $13,392-97.4% |