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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 | $37,826 | $227,633-83.4% | $189,597-80.0% | $167,553-77.4% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.4%-31.4pp | 82.1%-35.1pp |
| Annual return | 11.61% | 78.45%-66.8pp | 64.20%-52.6pp | 478.89%-467.3pp |
| Employer contribution / active EE | $1,021 | $5,317-80.8% | $4,412-76.9% | $4,840-78.9% |
| Participant deferral / active EE | $2,037 | $7,003-70.9% | $6,174-67.0% | $6,343-67.9% |
| Admin fee / account holder | $1,708 | $11,879-85.6% | $9,807-82.6% | $12,316-86.1% |