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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 | $76,426 | $148,582-48.6% | $135,942-43.8% | $139,456-45.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 48.17% | 79.26%-31.1pp | 68.28%-20.1pp | 373.45%-325.3pp |
| Employer contribution / active EE | $1,226 | $5,245-76.6% | $4,858-74.8% | $4,753-74.2% |
| Participant deferral / active EE | $7,333 | $8,101-9.5% | $7,759-5.5% | $6,711+9.3% |
| Admin fee / account holder | $345 | $12,402-97.2% | $10,764-96.8% | $11,407-97.0% |