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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% | $155,574-79.0% | $145,877-77.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.41% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,762 | $5,317-66.9% | $4,676-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $2,990 | $6,466-53.8% | $5,629-46.9% | $6,691-55.3% |
| Admin fee / account holder | $551 | $19,316-97.1% | $15,914-96.5% | $13,402-95.9% |