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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 | $40,719 | $183,516-77.8% | $155,534-73.8% | $145,884-72.1% |
| Participation rate | 34.8% | 82.7%-47.9pp | 78.2%-43.4pp | 80.3%-45.5pp |
| Annual return | 11.95% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,143 | $5,315-78.5% | $4,675-75.5% | $4,662-75.5% |
| Participant deferral / active EE | $4,494 | $6,467-30.5% | $5,630-20.2% | $6,690-32.8% |
| Admin fee / account holder | $3,207 | $19,293-83.4% | $15,900-79.8% | $13,392-76.0% |