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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 | $50,565 | $196,972-74.3% | $182,262-72.3% | $198,609-74.5% |
| Participation rate | 38.9% | 85.7%-46.8pp | 84.2%-45.3pp | 82.4%-43.5pp |
| Annual return | 7.34% | 158.27%-150.9pp | 140.60%-133.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,902 | $5,364-64.5% | $5,046-62.3% | $5,055-62.4% |
| Participant deferral / active EE | $7,475 | $8,643-13.5% | $8,276-9.7% | $6,977+7.1% |
| Admin fee / account holder | $2,534 | $18,429-86.2% | $16,712-84.8% | $19,030-86.7% |