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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 | $31,978 | $202,463-84.2% | $169,397-81.1% | $139,487-77.1% |
| Participation rate | 68.8% | 81.1%-12.4pp | 77.2%-8.4pp | 80.3%-11.6pp |
| Annual return | 19.23% | 532.64%-513.4pp | 406.23%-387.0pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,567 | $4,694-45.3% | $4,013-36.0% | $4,755-46.0% |
| Participant deferral / active EE | $5,956 | $6,941-14.2% | $6,223-4.3% | $6,713-11.3% |
| Admin fee / account holder | $938 | $10,726-91.3% | $9,017-89.6% | $11,407-91.8% |