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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 | $37,659 | $176,105-78.6% | $159,474-76.4% | $167,536-77.5% |
| Participation rate | 68.2% | 85.0%-16.8pp | 82.8%-14.6pp | 82.1%-13.9pp |
| Annual return | 12.13% | 331.91%-319.8pp | 263.68%-251.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $971 | $5,299-81.7% | $4,831-79.9% | $4,839-79.9% |
| Participant deferral / active EE | $3,884 | $7,751-49.9% | $7,353-47.2% | $6,342-38.8% |
| Admin fee / account holder | $9,291 | $12,559-26.0% | $10,802-14.0% | $12,315-24.6% |