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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 | $32,573 | $183,592-82.3% | $155,567-79.1% | $145,959-77.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 59.43% | 61.24%-1.8pp | 64.74%-5.3pp | 561.95%-502.5pp |
| Employer contribution / active EE | $3,055 | $5,315-42.5% | $4,674-34.6% | $4,661-34.4% |
| Participant deferral / active EE | $3,598 | $6,464-44.3% | $5,628-36.1% | $6,689-46.2% |
| Admin fee / account holder | $917 | $19,318-95.3% | $15,916-94.2% | $13,398-93.2% |