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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 | $46,116 | $175,231-73.7% | $149,696-69.2% | $139,466-66.9% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 13.89% | 166.77%-152.9pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,823 | $5,478-66.7% | $4,821-62.2% | $4,754-61.7% |
| Participant deferral / active EE | $3,199 | $6,521-50.9% | $5,682-43.7% | $6,712-52.3% |
| Admin fee / account holder | $1,096 | $16,155-93.2% | $13,212-91.7% | $11,409-90.4% |