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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 | $54,689 | $160,028-65.8% | $147,080-62.8% | $145,884-62.5% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 29.15% | 98.60%-69.4pp | 420.17%-391.0pp | 551.85%-522.7pp |
| Employer contribution / active EE | $2,057 | $5,286-61.1% | $4,933-58.3% | $4,662-55.9% |
| Participant deferral / active EE | $4,649 | $8,422-44.8% | $8,066-42.4% | $6,690-30.5% |
| Admin fee / account holder | $2,309 | $15,030-84.6% | $12,989-82.2% | $13,392-82.8% |