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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 | $39,114 | $166,242-76.5% | $165,071-76.3% | $145,884-73.2% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 24.32% | 100.44%-76.1pp | 70.17%-45.8pp | 551.85%-527.5pp |
| Employer contribution / active EE | $1,804 | $5,283-65.9% | $4,347-58.5% | $4,662-61.3% |
| Participant deferral / active EE | $5,548 | $6,964-20.3% | $6,035-8.1% | $6,690-17.1% |
| Admin fee / account holder | $1,356 | $16,658-91.9% | $12,695-89.3% | $13,392-89.9% |