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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 | $35,127 | $166,268-78.9% | $165,100-78.7% | $145,897-75.9% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 54.77% | 100.52%-45.8pp | 70.21%-15.4pp | 552.29%-497.5pp |
| Employer contribution / active EE | $1,185 | $5,284-77.6% | $4,348-72.8% | $4,663-74.6% |
| Participant deferral / active EE | $2,914 | $6,964-58.2% | $6,035-51.7% | $6,689-56.4% |
| Admin fee / account holder | $1,468 | $16,659-91.2% | $12,696-88.4% | $13,390-89.0% |