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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 | $56,609 | $148,623-61.9% | $135,974-58.4% | $139,466-59.4% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 28.18% | 79.30%-51.1pp | 68.30%-40.1pp | 373.66%-345.5pp |
| Employer contribution / active EE | $2,466 | $5,246-53.0% | $4,859-49.2% | $4,754-48.1% |
| Participant deferral / active EE | $5,669 | $8,103-30.0% | $7,760-26.9% | $6,712-15.5% |
| Admin fee / account holder | $9,735 | $12,406-21.5% | $10,767-9.6% | $11,409-14.7% |