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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 | $43,427 | $166,242-73.9% | $165,071-73.7% | $145,884-70.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.26% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,814 | $5,283-46.7% | $4,347-35.3% | $4,662-39.7% |
| Participant deferral / active EE | $3,583 | $6,964-48.6% | $6,035-40.6% | $6,690-46.4% |
| Admin fee / account holder | $429 | $16,658-97.4% | $12,695-96.6% | $13,392-96.8% |