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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 | $49,404 | $183,539-73.1% | $155,556-68.2% | $145,897-66.1% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 13.28% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,322 | $5,315-75.1% | $4,675-71.7% | $4,663-71.7% |
| Participant deferral / active EE | $5,646 | $6,467-12.7% | $5,631+0.3% | $6,689-15.6% |
| Admin fee / account holder | $796 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |