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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 | $27,266 | $202,460-86.5% | $169,385-83.9% | $139,456-80.4% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 20.46% | 532.07%-511.6pp | 405.82%-385.4pp | 373.45%-353.0pp |
| Employer contribution / active EE | $1,792 | $4,691-61.8% | $4,012-55.3% | $4,753-62.3% |
| Participant deferral / active EE | $4,268 | $6,938-38.5% | $6,221-31.4% | $6,711-36.4% |
| Admin fee / account holder | $1,883 | $10,719-82.4% | $9,011-79.1% | $11,407-83.5% |