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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 | $57,874 | $183,539-68.5% | $155,556-62.8% | $145,897-60.3% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 34.09% | 61.31%-27.2pp | 64.84%-30.7pp | 552.29%-518.2pp |
| Employer contribution / active EE | $2,115 | $5,315-60.2% | $4,675-54.8% | $4,663-54.6% |
| Participant deferral / active EE | $5,965 | $6,467-7.8% | $5,631+5.9% | $6,689-10.8% |
| Admin fee / account holder | $1,598 | $19,275-91.7% | $15,885-89.9% | $13,390-88.1% |