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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 | $49,912 | $184,000-72.9% | $162,185-69.2% | $152,909-67.4% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 16.79% | 150.80%-134.0pp | 115.61%-98.8pp | 345.46%-328.7pp |
| Employer contribution / active EE | $2,561 | $6,370-59.8% | $5,613-54.4% | $4,764-46.2% |
| Participant deferral / active EE | $4,540 | $8,033-43.5% | $7,297-37.8% | $5,851-22.4% |
| Admin fee / account holder | $3,936 | $13,124-70.0% | $10,844-63.7% | $11,601-66.1% |