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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 | $47,469 | $183,539-74.1% | $155,556-69.5% | $145,897-67.5% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 14.35% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,697 | $5,315-68.1% | $4,675-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $4,942 | $6,467-23.6% | $5,631-12.2% | $6,689-26.1% |
| Admin fee / account holder | $454 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |