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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% | $155,567-71.0% | $145,959-69.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.64% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,426 | $5,315-54.3% | $4,674-48.1% | $4,661-47.9% |
| Participant deferral / active EE | $8,968 | $6,464+38.7% | $5,628+59.3% | $6,689+34.1% |
| Admin fee / account holder | $9,148 | $19,318-52.6% | $15,916-42.5% | $13,398-31.7% |