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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 | $47,417 | $162,529-70.8% | $130,788-63.7% | $154,746-69.4% |
| Participation rate | 63.6% | 75.9%-12.2pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 18.86% | 510.48%-491.6pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,261 | $4,447-49.2% | $3,558-36.5% | $4,379-48.4% |
| Participant deferral / active EE | $4,430 | $4,808-7.9% | $4,137+7.1% | $6,730-34.2% |
| Admin fee / account holder | $4,383 | $7,669-42.8% | $6,673-34.3% | $14,365-69.5% |