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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 | $48,135 | $183,539-73.8% | $155,556-69.1% | $145,897-67.0% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 14.01% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,168 | $5,315-78.0% | $4,675-75.0% | $4,663-75.0% |
| Participant deferral / active EE | $9,208 | $6,467+42.4% | $5,631+63.5% | $6,689+37.7% |
| Admin fee / account holder | $4,480 | $19,275-76.8% | $15,885-71.8% | $13,390-66.5% |