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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 | $16,619 | $183,539-90.9% | $155,556-89.3% | $145,897-88.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.72% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,548 | $5,315-70.9% | $4,675-66.9% | $4,663-66.8% |
| Participant deferral / active EE | $2,777 | $6,467-57.1% | $5,631-50.7% | $6,689-58.5% |
| Admin fee / account holder | $4,933 | $19,275-74.4% | $15,885-68.9% | $13,390-63.2% |