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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 | $64,105 | $165,361-61.2% | $149,715-57.2% | $158,950-59.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 31.37% | 348.24%-316.9pp | 276.66%-245.3pp | 302.91%-271.5pp |
| Employer contribution / active EE | $3,076 | $5,103-39.7% | $4,645-33.8% | $4,762-35.4% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,842+42.5% | $5,983+63.0% |
| Admin fee / account holder | $525 | $10,808-95.1% | $9,310-94.4% | $11,248-95.3% |