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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 | $52,553 | $196,972-73.3% | $182,262-71.2% | $198,609-73.5% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 19.33% | 158.27%-138.9pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $4,800 | $5,364-10.5% | $5,046-4.9% | $5,055-5.1% |
| Participant deferral / active EE | $16,563 | $8,643+91.6% | $8,276+100.1% | $6,977+137.4% |
| Admin fee / account holder | $304 | $18,429-98.3% | $16,712-98.2% | $19,030-98.4% |