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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 | $50,622 | $166,131-69.5% | $164,975-69.3% | $145,877-65.3% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.6%-40.2pp | 80.3%-41.8pp |
| Annual return | 13.17% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,183 | $5,276-77.6% | $4,343-72.8% | $4,663-74.6% |
| Participant deferral / active EE | $5,611 | $6,962-19.4% | $6,033-7.0% | $6,691-16.1% |
| Admin fee / account holder | $2,151 | $16,648-87.1% | $12,688-83.0% | $13,402-84.0% |