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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 | $34,832 | $183,516-81.0% | $155,534-77.6% | $145,884-76.1% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 14.09% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,515 | $5,315-71.5% | $4,675-67.6% | $4,662-67.5% |
| Participant deferral / active EE | $3,134 | $6,467-51.5% | $5,630-44.3% | $6,690-53.1% |
| Admin fee / account holder | $4,117 | $19,293-78.7% | $15,900-74.1% | $13,392-69.3% |