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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 | $53,307 | $183,592-71.0% | $155,574-65.7% | $145,877-63.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.76% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,297 | $5,317-56.8% | $4,676-50.9% | $4,663-50.7% |
| Participant deferral / active EE | $3,917 | $6,466-39.4% | $5,629-30.4% | $6,691-41.5% |
| Admin fee / account holder | $898 | $19,316-95.4% | $15,914-94.4% | $13,402-93.3% |