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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 | $44,540 | $183,539-75.7% | $155,556-71.4% | $145,897-69.5% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 9.43% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $3,467 | $5,315-34.8% | $4,675-25.9% | $4,663-25.7% |
| Participant deferral / active EE | $8,531 | $6,467+31.9% | $5,631+51.5% | $6,689+27.5% |
| Admin fee / account holder | $596 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |