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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 | $52,566 | $108,942-51.7% | $100,415-47.7% | $145,897-64.0% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.7pp | 80.3%-37.4pp |
| Annual return | 14.47% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,758 | $4,422-60.2% | $3,943-55.4% | $4,663-62.3% |
| Participant deferral / active EE | $3,973 | $8,461-53.0% | $8,091-50.9% | $6,689-40.6% |
| Admin fee / account holder | $603 | $9,702-93.8% | $7,906-92.4% | $13,390-95.5% |