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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 | $32,646 | $183,592-82.2% | $155,567-79.0% | $145,959-77.6% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.41% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,762 | $5,315-66.8% | $4,674-62.3% | $4,661-62.2% |
| Participant deferral / active EE | $2,990 | $6,464-53.7% | $5,628-46.9% | $6,689-55.3% |
| Admin fee / account holder | $551 | $19,318-97.1% | $15,916-96.5% | $13,398-95.9% |