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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 | $42,904 | $198,461-78.4% | $170,436-74.8% | $147,585-70.9% |
| Participation rate | 68.4% | 88.0%-19.5pp | 83.6%-15.2pp | 82.8%-14.4pp |
| Annual return | 12.66% | 257.30%-244.6pp | 205.94%-193.3pp | 578.57%-565.9pp |
| Employer contribution / active EE | $3,029 | $6,184-51.0% | $5,433-44.2% | $4,876-37.9% |
| Participant deferral / active EE | $2,660 | $5,629-52.8% | $4,939-46.2% | $5,439-51.1% |
| Admin fee / account holder | $1,943 | $16,852-88.5% | $13,880-86.0% | $10,885-82.2% |