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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 | $38,049 | $185,883-79.5% | $170,043-77.6% | $139,466-72.7% |
| Participation rate | 52.6% | 87.8%-35.1pp | 87.0%-34.4pp | 80.3%-27.7pp |
| Annual return | 20.51% | 60.54%-40.0pp | 53.40%-32.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,089 | $7,596-72.5% | $6,790-69.2% | $4,754-56.1% |
| Participant deferral / active EE | $4,814 | $11,626-58.6% | $10,410-53.8% | $6,712-28.3% |
| Admin fee / account holder | $985 | $15,393-93.6% | $12,824-92.3% | $11,409-91.4% |