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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 | $50,299 | $134,817-62.7% | $123,973-59.4% | $155,188-67.6% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 17.26% | 515.49%-498.2pp | 388.13%-370.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,875 | $4,425-57.6% | $4,126-54.6% | $4,248-55.9% |
| Participant deferral / active EE | $5,086 | $5,706-10.9% | $5,247-3.1% | $6,531-22.1% |
| Admin fee / account holder | $1,365 | $13,245-89.7% | $11,799-88.4% | $14,480-90.6% |