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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 | $36,854 | $183,539-79.9% | $155,556-76.3% | $145,897-74.7% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.89% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,777 | $5,315-66.6% | $4,675-62.0% | $4,663-61.9% |
| Participant deferral / active EE | $10,403 | $6,467+60.9% | $5,631+84.8% | $6,689+55.5% |
| Admin fee / account holder | $321 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |