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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 | $49,041 | $159,978-69.3% | $147,041-66.6% | $145,978-66.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 18.15% | 98.36%-80.2pp | 419.21%-401.1pp | 550.52%-532.4pp |
| Employer contribution / active EE | $5,891 | $5,288+11.4% | $4,935+19.4% | $4,662+26.4% |
| Participant deferral / active EE | $12,940 | $8,429+53.5% | $8,071+60.3% | $6,690+93.4% |
| Admin fee / account holder | $8,625 | $15,053-42.7% | $13,006-33.7% | $13,400-35.6% |