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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 | $32,889 | $166,089-80.2% | $164,928-80.1% | $145,978-77.5% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.5pp |
| Annual return | 14.54% | 100.26%-85.7pp | 70.08%-55.5pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,362 | $5,276-74.2% | $4,343-68.6% | $4,662-70.8% |
| Participant deferral / active EE | $2,158 | $6,961-69.0% | $6,034-64.2% | $6,690-67.7% |
| Admin fee / account holder | $2,716 | $16,641-83.7% | $12,684-78.6% | $13,400-79.7% |