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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 | $27,774 | $176,120-84.2% | $159,487-82.6% | $167,553-83.4% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 40.94% | 331.95%-291.0pp | 263.71%-222.8pp | 478.89%-438.0pp |
| Employer contribution / active EE | $1,360 | $5,299-74.3% | $4,831-71.9% | $4,840-71.9% |
| Participant deferral / active EE | $7,941 | $7,752+2.4% | $7,354+8.0% | $6,343+25.2% |
| Admin fee / account holder | $1,387 | $12,561-89.0% | $10,804-87.2% | $12,316-88.7% |