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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 | $38,463 | $144,130-73.3% | $117,861-67.4% | $147,586-73.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 22.58% | 531.20%-508.6pp | 335.11%-312.5pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,115 | $4,897-77.2% | $3,786-70.5% | $4,876-77.1% |
| Participant deferral / active EE | $7,695 | $5,316+44.7% | $4,482+71.7% | $5,439+41.5% |
| Admin fee / account holder | $828 | $10,887-92.4% | $8,021-89.7% | $10,886-92.4% |