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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 | $183,592-77.2% | $155,574-73.1% | $145,877-71.3% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 9.59% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,642 | $5,317-69.1% | $4,676-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $5,828 | $6,466-9.9% | $5,629+3.5% | $6,691-12.9% |
| Admin fee / account holder | $1,082 | $19,316-94.4% | $15,914-93.2% | $13,402-91.9% |