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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 | $44,655 | $175,257-74.5% | $149,717-70.2% | $139,456-68.0% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 11.52% | 166.70%-155.2pp | 134.41%-122.9pp | 373.45%-361.9pp |
| Employer contribution / active EE | $1,881 | $5,477-65.7% | $4,820-61.0% | $4,753-60.4% |
| Participant deferral / active EE | $1,913 | $6,521-70.7% | $5,682-66.3% | $6,711-71.5% |
| Admin fee / account holder | $6,282 | $16,156-61.1% | $13,213-52.5% | $11,407-44.9% |