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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 | $30,009 | $156,398-80.8% | $147,318-79.6% | $138,895-78.4% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.6pp | 79.9%-41.5pp |
| Annual return | 23.89% | 78.75%-54.9pp | 70.43%-46.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $16,396 | $4,853+237.8% | $4,593+257.0% | $4,194+290.9% |
| Participant deferral / active EE | $32,313 | $8,237+292.3% | $7,906+308.7% | $6,396+405.2% |
| Admin fee / account holder | $11,409 | $14,976-23.8% | $13,708-16.8% | $12,562-9.2% |