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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 | $51,663 | $148,623-65.2% | $135,974-62.0% | $139,466-63.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 18.73% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $2,565 | $5,246-51.1% | $4,859-47.2% | $4,754-46.0% |
| Participant deferral / active EE | $5,809 | $8,103-28.3% | $7,760-25.1% | $6,712-13.5% |
| Admin fee / account holder | $2,722 | $12,406-78.1% | $10,767-74.7% | $11,409-76.1% |