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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 | $33,808 | $148,623-77.3% | $135,974-75.1% | $139,466-75.8% |
| Participation rate | 10.0% | 83.9%-73.9pp | 81.9%-71.9pp | 80.3%-70.3pp |
| Annual return | 17.48% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,195 | $5,246-77.2% | $4,859-75.4% | $4,754-74.9% |
| Participant deferral / active EE | $6,288 | $8,103-22.4% | $7,760-19.0% | $6,712-6.3% |
| Admin fee / account holder | $6,263 | $12,406-49.5% | $10,767-41.8% | $11,409-45.1% |