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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 | $43,602 | $183,592-76.3% | $155,574-72.0% | $145,877-70.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 36.37% | 61.37%-25.0pp | 64.87%-28.5pp | 551.28%-514.9pp |
| Employer contribution / active EE | $2,403 | $5,317-54.8% | $4,676-48.6% | $4,663-48.5% |
| Participant deferral / active EE | $5,596 | $6,466-13.5% | $5,629-0.6% | $6,691-16.4% |
| Admin fee / account holder | $2,230 | $19,316-88.5% | $15,914-86.0% | $13,402-83.4% |