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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 | $72,265 | $159,978-54.8% | $147,041-50.9% | $145,978-50.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 11.98% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,330 | $5,288-74.9% | $4,935-73.1% | $4,662-71.5% |
| Participant deferral / active EE | $3,282 | $8,429-61.1% | $8,071-59.3% | $6,690-50.9% |
| Admin fee / account holder | $593 | $15,053-96.1% | $13,006-95.4% | $13,400-95.6% |