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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 | $43,925 | $148,629-70.4% | $135,982-67.7% | $139,487-68.5% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 13.37% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $1,207 | $5,247-77.0% | $4,859-75.2% | $4,755-74.6% |
| Participant deferral / active EE | $5,354 | $8,102-33.9% | $7,760-31.0% | $6,713-20.2% |
| Admin fee / account holder | $11,400 | $12,406-8.1% | $10,767+5.9% | $11,407-0.1% |