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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 | $40,561 | $183,627-77.9% | $155,602-73.9% | $145,978-72.2% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 14.43% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,667 | $5,316-68.6% | $4,675-64.3% | $4,662-64.2% |
| Participant deferral / active EE | $4,630 | $6,466-28.4% | $5,629-17.7% | $6,690-30.8% |
| Admin fee / account holder | $3,577 | $19,327-81.5% | $15,923-77.5% | $13,400-73.3% |