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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 | $37,605 | $166,131-77.4% | $164,975-77.2% | $145,877-74.2% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.6%-36.9pp | 80.3%-38.6pp |
| Annual return | 20.49% | 100.37%-79.9pp | 70.12%-49.6pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,741 | $5,276-67.0% | $4,343-59.9% | $4,663-62.7% |
| Participant deferral / active EE | $3,755 | $6,962-46.1% | $6,033-37.8% | $6,691-43.9% |
| Admin fee / account holder | $1,913 | $16,648-88.5% | $12,688-84.9% | $13,402-85.7% |