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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 | $51,216 | $210,698-75.7% | $178,014-71.2% | $145,959-64.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.49% | 386.27%-373.8pp | 294.80%-282.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,467 | $4,567-46.0% | $3,950-37.5% | $4,661-47.1% |
| Participant deferral / active EE | $4,836 | $6,958-30.5% | $6,276-22.9% | $6,689-27.7% |
| Admin fee / account holder | $22,611 | $12,016+88.2% | $10,362+118.2% | $13,398+68.8% |