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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 | $30,241 | $148,623-79.7% | $135,974-77.8% | $139,466-78.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.01% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,033 | $5,246-80.3% | $4,859-78.7% | $4,754-78.3% |
| Participant deferral / active EE | $3,312 | $8,103-59.1% | $7,760-57.3% | $6,712-50.7% |
| Admin fee / account holder | $929 | $12,406-92.5% | $10,767-91.4% | $11,409-91.9% |