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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 | $40,961 | $198,462-79.4% | $170,439-76.0% | $147,585-72.2% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 20.56% | 257.30%-236.7pp | 205.94%-185.4pp | 578.58%-558.0pp |
| Employer contribution / active EE | $2,155 | $6,184-65.2% | $5,433-60.3% | $4,876-55.8% |
| Participant deferral / active EE | $5,124 | $5,629-9.0% | $4,939+3.7% | $5,439-5.8% |
| Admin fee / account holder | $4,926 | $16,852-70.8% | $13,881-64.5% | $10,886-54.8% |