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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 | $46,345 | $138,072-66.4% | $123,549-62.5% | $135,382-65.8% |
| Participation rate | 55.0% | 84.7%-29.7pp | 82.3%-27.3pp | 82.6%-27.6pp |
| Annual return | 5.39% | 153.69%-148.3pp | 119.20%-113.8pp | 519.77%-514.4pp |
| Employer contribution / active EE | $2,662 | $5,152-48.3% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $2,998 | $6,799-55.9% | $6,426-53.3% | $5,609-46.5% |
| Admin fee / account holder | $2,189 | $10,917-79.9% | $9,284-76.4% | $10,829-79.8% |