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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 | $33,444 | $210,698-84.1% | $178,014-81.2% | $145,959-77.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.69% | 386.27%-371.6pp | 294.80%-280.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,909 | $4,567-36.3% | $3,950-26.3% | $4,661-37.6% |
| Participant deferral / active EE | $1,905 | $6,958-72.6% | $6,276-69.6% | $6,689-71.5% |
| Admin fee / account holder | $1,667 | $12,016-86.1% | $10,362-83.9% | $13,398-87.6% |