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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 | $37,531 | $185,905-79.8% | $170,057-77.9% | $139,487-73.1% |
| Participation rate | 56.3% | 87.8%-31.5pp | 87.0%-30.8pp | 80.3%-24.1pp |
| Annual return | 21.88% | 60.56%-38.7pp | 53.42%-31.5pp | 373.84%-352.0pp |
| Employer contribution / active EE | $2,914 | $7,597-61.6% | $6,790-57.1% | $4,755-38.7% |
| Participant deferral / active EE | $6,585 | $11,627-43.4% | $10,411-36.7% | $6,713-1.9% |
| Admin fee / account holder | $876 | $15,397-94.3% | $12,826-93.2% | $11,407-92.3% |