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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 | $37,266 | $166,268-77.6% | $165,100-77.4% | $145,897-74.5% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.6%-40.2pp | 80.3%-41.8pp |
| Annual return | 12.27% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,559 | $5,284-70.5% | $4,348-64.1% | $4,663-66.6% |
| Participant deferral / active EE | $5,444 | $6,964-21.8% | $6,035-9.8% | $6,689-18.6% |
| Admin fee / account holder | $1,044 | $16,659-93.7% | $12,696-91.8% | $13,390-92.2% |