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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 | $33,762 | $175,231-80.7% | $149,696-77.4% | $139,466-75.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 16.77% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,851 | $5,478-47.9% | $4,821-40.9% | $4,754-40.0% |
| Participant deferral / active EE | $5,746 | $6,521-11.9% | $5,682+1.1% | $6,712-14.4% |
| Admin fee / account holder | $1,693 | $16,155-89.5% | $13,212-87.2% | $11,409-85.2% |