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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 | $41,863 | $183,539-77.2% | $155,556-73.1% | $145,897-71.3% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 9.59% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,642 | $5,315-69.1% | $4,675-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $5,828 | $6,467-9.9% | $5,631+3.5% | $6,689-12.9% |
| Admin fee / account holder | $1,082 | $19,275-94.4% | $15,885-93.2% | $13,390-91.9% |