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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 | $53,482 | $183,539-70.9% | $155,556-65.6% | $145,897-63.3% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 13.99% | 61.31%-47.3pp | 64.84%-50.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,449 | $5,315-53.9% | $4,675-47.6% | $4,663-47.5% |
| Participant deferral / active EE | $5,350 | $6,467-17.3% | $5,631-5.0% | $6,689-20.0% |
| Admin fee / account holder | $1,618 | $19,275-91.6% | $15,885-89.8% | $13,390-87.9% |