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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 | $52,187 | $165,399-68.4% | $149,745-65.1% | $158,982-67.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 8.97% | 348.34%-339.4pp | 276.72%-267.8pp | 302.99%-294.0pp |
| Employer contribution / active EE | $2,558 | $5,105-49.9% | $4,646-44.9% | $4,763-46.3% |
| Participant deferral / active EE | $5,565 | $7,183-22.5% | $6,843-18.7% | $5,983-7.0% |
| Admin fee / account holder | $2,242 | $10,811-79.3% | $9,312-75.9% | $11,252-80.1% |