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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 | $41,733 | $148,629-71.9% | $135,982-69.3% | $139,487-70.1% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 19.11% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $1,952 | $5,247-62.8% | $4,859-59.8% | $4,755-59.0% |
| Participant deferral / active EE | $4,266 | $8,102-47.3% | $7,760-45.0% | $6,713-36.4% |
| Admin fee / account holder | $1,667 | $12,406-86.6% | $10,767-84.5% | $11,407-85.4% |