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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 | $52,247 | $107,353-51.3% | $92,903-43.8% | $152,885-65.8% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.5%-26.2pp |
| Annual return | 21.70% | 145.62%-123.9pp | 109.43%-87.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $2,058 | $4,222-51.3% | $3,653-43.7% | $4,763-56.8% |
| Participant deferral / active EE | $2,644 | $4,848-45.5% | $4,238-37.6% | $5,851-54.8% |
| Admin fee / account holder | $2,527 | $7,081-64.3% | $5,795-56.4% | $11,598-78.2% |