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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 | $55,587 | $209,425-73.5% | $178,499-68.9% | $158,966-65.0% |
| Participation rate | 41.7% | 86.4%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 10.61% | 188.80%-178.2pp | 151.10%-140.5pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,550 | $5,707-72.8% | $5,011-69.1% | $4,762-67.5% |
| Participant deferral / active EE | $3,480 | $5,955-41.6% | $5,202-33.1% | $5,983-41.8% |
| Admin fee / account holder | $5,990 | $17,078-64.9% | $13,986-57.2% | $11,250-46.8% |