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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 | $41,162 | $166,089-75.2% | $164,928-75.0% | $145,978-71.8% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.6%-15.5pp | 80.3%-17.1pp |
| Annual return | 10.04% | 100.26%-90.2pp | 70.08%-60.0pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,331 | $5,276-74.8% | $4,343-69.4% | $4,662-71.4% |
| Participant deferral / active EE | $4,353 | $6,961-37.5% | $6,034-27.9% | $6,690-34.9% |
| Admin fee / account holder | $1,210 | $16,641-92.7% | $12,684-90.5% | $13,400-91.0% |