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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 | $29,804 | $148,582-79.9% | $135,942-78.1% | $139,456-78.6% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 20.07% | 79.26%-59.2pp | 68.28%-48.2pp | 373.45%-353.4pp |
| Employer contribution / active EE | $2,099 | $5,245-60.0% | $4,858-56.8% | $4,753-55.8% |
| Participant deferral / active EE | $3,827 | $8,101-52.8% | $7,759-50.7% | $6,711-43.0% |
| Admin fee / account holder | $2,080 | $12,402-83.2% | $10,764-80.7% | $11,407-81.8% |