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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 | $50,350 | $183,539-72.6% | $155,556-67.6% | $145,897-65.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.11% | 61.31%-41.2pp | 64.84%-44.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,937 | $5,315-44.7% | $4,675-37.2% | $4,663-37.0% |
| Participant deferral / active EE | $7,379 | $6,467+14.1% | $5,631+31.0% | $6,689+10.3% |
| Admin fee / account holder | $728 | $19,275-96.2% | $15,885-95.4% | $13,390-94.6% |