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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 | $30,813 | $185,905-83.4% | $170,057-81.9% | $139,487-77.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 21.96% | 60.56%-38.6pp | 53.42%-31.5pp | 373.84%-351.9pp |
| Employer contribution / active EE | $2,882 | $7,597-62.1% | $6,790-57.6% | $4,755-39.4% |
| Participant deferral / active EE | $4,395 | $11,627-62.2% | $10,411-57.8% | $6,713-34.5% |
| Admin fee / account holder | $1,333 | $15,397-91.3% | $12,826-89.6% | $11,407-88.3% |