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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 | $75,402 | $185,312-59.3% | $161,489-53.3% | $154,746-51.3% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 53.06% | 103.84%-50.8pp | 89.72%-36.7pp | 172.34%-119.3pp |
| Employer contribution / active EE | $2,039 | $4,769-57.3% | $4,268-52.2% | $4,379-53.4% |
| Participant deferral / active EE | $4,829 | $6,350-23.9% | $5,630-14.2% | $6,730-28.3% |
| Admin fee / account holder | $575 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |