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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 | $39,051 | $148,582-73.7% | $135,942-71.3% | $139,456-72.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 19.89% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $1,965 | $5,245-62.5% | $4,858-59.6% | $4,753-58.7% |
| Participant deferral / active EE | $3,674 | $8,101-54.6% | $7,759-52.6% | $6,711-45.3% |
| Admin fee / account holder | $609 | $12,402-95.1% | $10,764-94.3% | $11,407-94.7% |