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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 | $52,704 | $109,908-52.0% | $97,161-45.8% | $145,978-63.9% |
| Participation rate | 53.8% | 75.9%-22.1pp | 72.7%-18.8pp | 80.3%-26.4pp |
| Annual return | 16.81% | 243.80%-227.0pp | 75.36%-58.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,980 | $3,077-3.2% | $2,723+9.4% | $4,662-36.1% |
| Participant deferral / active EE | $3,291 | $4,679-29.7% | $4,265-22.8% | $6,690-50.8% |
| Admin fee / account holder | $4,484 | $6,213-27.8% | $5,647-20.6% | $13,400-66.5% |