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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 | $35,609 | $183,516-80.6% | $155,534-77.1% | $145,884-75.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 67.82% | 61.43%+6.4pp | 64.92%+2.9pp | 551.85%-484.0pp |
| Employer contribution / active EE | $1,904 | $5,315-64.2% | $4,675-59.3% | $4,662-59.2% |
| Participant deferral / active EE | $6,005 | $6,467-7.1% | $5,630+6.7% | $6,690-10.2% |
| Admin fee / account holder | $331 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |