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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 | $42,697 | $183,592-76.7% | $155,574-72.6% | $145,877-70.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.94% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,206 | $5,317-58.5% | $4,676-52.8% | $4,663-52.7% |
| Participant deferral / active EE | $4,941 | $6,466-23.6% | $5,629-12.2% | $6,691-26.2% |
| Admin fee / account holder | $1,144 | $19,316-94.1% | $15,914-92.8% | $13,402-91.5% |