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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 | $50,372 | $134,817-62.6% | $123,973-59.4% | $155,188-67.5% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.7%-18.3pp | 80.8%-22.5pp |
| Annual return | 20.67% | 515.49%-494.8pp | 388.13%-367.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $2,037 | $4,425-54.0% | $4,126-50.6% | $4,248-52.0% |
| Participant deferral / active EE | $5,572 | $5,706-2.3% | $5,247+6.2% | $6,531-14.7% |
| Admin fee / account holder | $521 | $13,245-96.1% | $11,799-95.6% | $14,480-96.4% |