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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 | $43,282 | $183,592-76.4% | $155,574-72.2% | $145,877-70.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 11.66% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $4,389 | $5,317-17.4% | $4,676-6.1% | $4,663-5.9% |
| Participant deferral / active EE | $5,351 | $6,466-17.2% | $5,629-4.9% | $6,691-20.0% |
| Admin fee / account holder | $399 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |