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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 | $49,971 | $183,516-72.8% | $155,534-67.9% | $145,884-65.7% |
| Participation rate | 36.8% | 82.7%-45.9pp | 78.2%-41.4pp | 80.3%-43.5pp |
| Annual return | 30.12% | 61.43%-31.3pp | 64.92%-34.8pp | 551.85%-521.7pp |
| Employer contribution / active EE | $2,260 | $5,315-57.5% | $4,675-51.6% | $4,662-51.5% |
| Participant deferral / active EE | $5,390 | $6,467-16.6% | $5,630-4.3% | $6,690-19.4% |
| Admin fee / account holder | $7,833 | $19,293-59.4% | $15,900-50.7% | $13,392-41.5% |