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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 | $56,639 | $129,737-56.3% | $119,126-52.5% | $154,746-63.4% |
| Participation rate | 55.0% | 78.9%-23.9pp | 75.8%-20.8pp | 80.7%-25.7pp |
| Annual return | 23.48% | 379.08%-355.6pp | 282.11%-258.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $2,158 | $4,375-50.7% | $4,034-46.5% | $4,379-50.7% |
| Participant deferral / active EE | $4,850 | $5,842-17.0% | $5,318-8.8% | $6,730-27.9% |
| Admin fee / account holder | $404 | $11,961-96.6% | $10,693-96.2% | $14,365-97.2% |