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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 | $53,017 | $166,268-68.1% | $165,100-67.9% | $145,897-63.7% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 11.08% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,077 | $5,284-60.7% | $4,348-52.2% | $4,663-55.5% |
| Participant deferral / active EE | $4,297 | $6,964-38.3% | $6,035-28.8% | $6,689-35.8% |
| Admin fee / account holder | $1,434 | $16,659-91.4% | $12,696-88.7% | $13,390-89.3% |