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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 | $38,529 | $138,078-72.1% | $125,363-69.3% | $134,509-71.4% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.9pp | 81.2%-24.7pp |
| Annual return | 18.40% | 750.49%-732.1pp | 572.15%-553.7pp | 418.13%-399.7pp |
| Employer contribution / active EE | $3,354 | $5,245-36.1% | $4,815-30.3% | $4,741-29.3% |
| Participant deferral / active EE | $6,172 | $7,800-20.9% | $7,447-17.1% | $6,400-3.6% |
| Admin fee / account holder | $927 | $11,566-92.0% | $10,005-90.7% | $11,427-91.9% |