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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 | $22,506 | $165,381-86.4% | $149,730-85.0% | $158,966-85.8% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 33.40% | 348.29%-314.9pp | 276.70%-243.3pp | 302.95%-269.5pp |
| Employer contribution / active EE | $2,329 | $5,104-54.4% | $4,645-49.9% | $4,762-51.1% |
| Participant deferral / active EE | $3,657 | $7,182-49.1% | $6,843-46.5% | $5,983-38.9% |
| Admin fee / account holder | $382 | $10,809-96.5% | $9,310-95.9% | $11,250-96.6% |