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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 | $39,557 | $183,539-78.4% | $155,556-74.6% | $145,897-72.9% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 16.13% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,631 | $5,315-69.3% | $4,675-65.1% | $4,663-65.0% |
| Participant deferral / active EE | $3,243 | $6,467-49.9% | $5,631-42.4% | $6,689-51.5% |
| Admin fee / account holder | $1,333 | $19,275-93.1% | $15,885-91.6% | $13,390-90.0% |