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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 | $134,817-58.1% | $123,973-54.5% | $155,188-63.6% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 16.50% | 515.49%-499.0pp | 388.13%-371.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,591 | $4,425-64.0% | $4,126-61.4% | $4,248-62.5% |
| Participant deferral / active EE | $5,657 | $5,706-0.9% | $5,247+7.8% | $6,531-13.4% |
| Admin fee / account holder | $306 | $13,245-97.7% | $11,799-97.4% | $14,480-97.9% |