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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 | $57,536 | $175,231-67.2% | $149,696-61.6% | $139,466-58.7% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 19.64% | 166.77%-147.1pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $4,465 | $5,478-18.5% | $4,821-7.4% | $4,754-6.1% |
| Participant deferral / active EE | $9,187 | $6,521+40.9% | $5,682+61.7% | $6,712+36.9% |
| Admin fee / account holder | $1,624 | $16,155-89.9% | $13,212-87.7% | $11,409-85.8% |