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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 | $88,021 | $171,492-48.7% | $150,734-41.6% | $198,609-55.7% |
| Participation rate | 54.5% | 81.4%-26.9pp | 78.4%-23.9pp | 82.4%-27.8pp |
| Annual return | 17.87% | 804.70%-786.8pp | 600.81%-582.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,582 | $5,470-52.8% | $4,918-47.5% | $5,055-48.9% |
| Participant deferral / active EE | $5,913 | $6,259-5.5% | $5,610+5.4% | $6,977-15.3% |
| Admin fee / account holder | $582 | $17,628-96.7% | $14,905-96.1% | $19,030-96.9% |