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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 | $30,369 | $148,623-79.6% | $135,974-77.7% | $139,466-78.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 24.63% | 79.30%-54.7pp | 68.30%-43.7pp | 373.66%-349.0pp |
| Employer contribution / active EE | $2,671 | $5,246-49.1% | $4,859-45.0% | $4,754-43.8% |
| Participant deferral / active EE | $4,715 | $8,103-41.8% | $7,760-39.2% | $6,712-29.8% |
| Admin fee / account holder | $2,587 | $12,406-79.1% | $10,767-76.0% | $11,409-77.3% |