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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 | $48,478 | $165,399-70.7% | $149,745-67.6% | $158,982-69.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 8.75% | 348.34%-339.6pp | 276.72%-268.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,741 | $5,105-65.9% | $4,646-62.5% | $4,763-63.4% |
| Participant deferral / active EE | $4,612 | $7,183-35.8% | $6,843-32.6% | $5,983-22.9% |
| Admin fee / account holder | $8,333 | $10,811-22.9% | $9,312-10.5% | $11,252-25.9% |