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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 | $42,331 | $148,623-71.5% | $135,974-68.9% | $139,466-69.6% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 23.23% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,381 | $5,246-73.7% | $4,859-71.6% | $4,754-71.0% |
| Participant deferral / active EE | $3,797 | $8,103-53.1% | $7,760-51.1% | $6,712-43.4% |
| Admin fee / account holder | $3,128 | $12,406-74.8% | $10,767-70.9% | $11,409-72.6% |