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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 | $45,139 | $183,592-75.4% | $155,574-71.0% | $145,877-69.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.64% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,426 | $5,317-54.4% | $4,676-48.1% | $4,663-48.0% |
| Participant deferral / active EE | $8,968 | $6,466+38.7% | $5,629+59.3% | $6,691+34.0% |
| Admin fee / account holder | $9,148 | $19,316-52.6% | $15,914-42.5% | $13,402-31.7% |