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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 | $59,793 | $198,457-69.9% | $170,435-64.9% | $147,586-59.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 27.42% | 257.30%-229.9pp | 205.94%-178.5pp | 578.59%-551.2pp |
| Employer contribution / active EE | $4,270 | $6,183-30.9% | $5,432-21.4% | $4,876-12.4% |
| Participant deferral / active EE | $1,953 | $5,629-65.3% | $4,939-60.5% | $5,439-64.1% |
| Admin fee / account holder | $807 | $16,852-95.2% | $13,881-94.2% | $10,886-92.6% |