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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 | $49,474 | $148,582-66.7% | $135,942-63.6% | $139,456-64.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 18.15% | 79.26%-61.1pp | 68.28%-50.1pp | 373.45%-355.3pp |
| Employer contribution / active EE | $2,263 | $5,245-56.9% | $4,858-53.4% | $4,753-52.4% |
| Participant deferral / active EE | $6,406 | $8,101-20.9% | $7,759-17.4% | $6,711-4.6% |
| Admin fee / account holder | $722 | $12,402-94.2% | $10,764-93.3% | $11,407-93.7% |