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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 | $56,445 | $171,492-67.1% | $150,734-62.6% | $198,609-71.6% |
| Participation rate | 42.9% | 81.4%-38.6pp | 78.4%-35.6pp | 82.4%-39.5pp |
| Annual return | 16.50% | 804.70%-788.2pp | 600.81%-584.3pp | 202.70%-186.2pp |
| Employer contribution / active EE | $1,591 | $5,470-70.9% | $4,918-67.6% | $5,055-68.5% |
| Participant deferral / active EE | $5,657 | $6,259-9.6% | $5,610+0.8% | $6,977-18.9% |
| Admin fee / account holder | $306 | $17,628-98.3% | $14,905-97.9% | $19,030-98.4% |