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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 | $46,851 | $217,432-78.5% | $185,849-74.8% | $167,536-72.0% |
| Participation rate | 47.8% | 86.1%-38.2pp | 81.7%-33.9pp | 82.1%-34.3pp |
| Annual return | 17.74% | 148.42%-130.7pp | 122.10%-104.4pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,148 | $5,875-63.4% | $5,169-58.4% | $4,839-55.6% |
| Participant deferral / active EE | $4,560 | $6,357-28.3% | $5,569-18.1% | $6,342-28.1% |
| Admin fee / account holder | $1,112 | $19,818-94.4% | $16,244-93.2% | $12,315-91.0% |