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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 | $48,586 | $209,422-76.8% | $178,503-72.8% | $158,982-69.4% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 12.30% | 188.81%-176.5pp | 151.12%-138.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $3,799 | $5,707-33.4% | $5,011-24.2% | $4,763-20.2% |
| Participant deferral / active EE | $8,164 | $5,955+37.1% | $5,202+56.9% | $5,983+36.4% |
| Admin fee / account holder | $547 | $17,079-96.8% | $13,987-96.1% | $11,252-95.1% |