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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 | $34,844 | $175,259-80.1% | $149,723-76.7% | $139,487-75.0% |
| Participation rate | 35.0% | 83.4%-48.4pp | 78.8%-43.8pp | 80.3%-45.3pp |
| Annual return | 25.72% | 166.82%-141.1pp | 134.50%-108.8pp | 373.84%-348.1pp |
| Employer contribution / active EE | $1,237 | $5,478-77.4% | $4,821-74.3% | $4,755-74.0% |
| Participant deferral / active EE | $2,403 | $6,522-63.2% | $5,682-57.7% | $6,713-64.2% |
| Admin fee / account holder | $1,339 | $16,158-91.7% | $13,215-89.9% | $11,407-88.3% |