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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 | $42,330 | $185,856-77.2% | $170,028-75.1% | $139,456-69.6% |
| Participation rate | 41.7% | 87.8%-46.1pp | 87.0%-45.3pp | 80.3%-38.7pp |
| Annual return | 17.57% | 60.52%-42.9pp | 53.39%-35.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $4,604 | $7,593-39.4% | $6,788-32.2% | $4,753-3.1% |
| Participant deferral / active EE | $4,334 | $11,623-62.7% | $10,409-58.4% | $6,711-35.4% |
| Admin fee / account holder | $18,272 | $15,387+18.7% | $12,820+42.5% | $11,407+60.2% |