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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 | $35,822 | $63,346-43.4% | $92,240-61.2% | $70,126-48.9% |
| Participation rate | 39.0% | 68.7%-29.7pp | 76.5%-37.5pp | 69.5%-30.6pp |
| Annual return | 34.94% | 530.19%-495.3pp | 176.29%-141.4pp | 73.15%-38.2pp |
| Employer contribution / active EE | $2,260 | $2,471-8.6% | $3,680-38.6% | $2,343-3.5% |
| Participant deferral / active EE | $2,645 | $2,854-7.3% | $3,897-32.1% | $3,332-20.6% |
| Admin fee / account holder | $439 | $3,841-88.6% | $5,194-91.5% | $4,645-90.6% |