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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 | $34,656 | $165,399-79.0% | $149,745-76.9% | $158,982-78.2% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 25.59% | 348.34%-322.7pp | 276.72%-251.1pp | 302.99%-277.4pp |
| Employer contribution / active EE | $1,960 | $5,105-61.6% | $4,646-57.8% | $4,763-58.9% |
| Participant deferral / active EE | $4,417 | $7,183-38.5% | $6,843-35.5% | $5,983-26.2% |
| Admin fee / account holder | $6,828 | $10,811-36.8% | $9,312-26.7% | $11,252-39.3% |