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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% | $155,574-79.1% | $145,877-77.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 59.43% | 61.37%-1.9pp | 64.87%-5.4pp | 551.28%-491.9pp |
| Employer contribution / active EE | $3,055 | $5,317-42.5% | $4,676-34.7% | $4,663-34.5% |
| Participant deferral / active EE | $3,598 | $6,466-44.4% | $5,629-36.1% | $6,691-46.2% |
| Admin fee / account holder | $917 | $19,316-95.3% | $15,914-94.2% | $13,402-93.2% |