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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 | $51,858 | $185,883-72.1% | $170,043-69.5% | $139,466-62.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 50.01% | 60.54%-10.5pp | 53.40%-3.4pp | 373.66%-323.7pp |
| Employer contribution / active EE | $1,545 | $7,596-79.7% | $6,790-77.3% | $4,754-67.5% |
| Participant deferral / active EE | $6,794 | $11,626-41.6% | $10,410-34.7% | $6,712+1.2% |
| Admin fee / account holder | $321 | $15,393-97.9% | $12,824-97.5% | $11,409-97.2% |