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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 | $34,551 | $210,698-83.6% | $178,014-80.6% | $145,959-76.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.55% | 386.27%-374.7pp | 294.80%-283.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,087 | $4,567-76.2% | $3,950-72.5% | $4,661-76.7% |
| Participant deferral / active EE | $4,094 | $6,958-41.2% | $6,276-34.8% | $6,689-38.8% |
| Admin fee / account holder | $2,502 | $12,016-79.2% | $10,362-75.9% | $13,398-81.3% |