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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 | $47,326 | $175,231-73.0% | $149,696-68.4% | $139,466-66.1% |
| Participation rate | 53.3% | 83.4%-30.1pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 11.81% | 166.77%-155.0pp | 134.46%-122.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,112 | $5,478-79.7% | $4,821-76.9% | $4,754-76.6% |
| Participant deferral / active EE | $5,350 | $6,521-18.0% | $5,682-5.8% | $6,712-20.3% |
| Admin fee / account holder | $1,588 | $16,155-90.2% | $13,212-88.0% | $11,409-86.1% |