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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 | $50,670 | $160,028-68.3% | $147,080-65.5% | $145,884-65.3% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 18.24% | 98.60%-80.4pp | 420.17%-401.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,664 | $5,286-68.5% | $4,933-66.3% | $4,662-64.3% |
| Participant deferral / active EE | $3,326 | $8,422-60.5% | $8,066-58.8% | $6,690-50.3% |
| Admin fee / account holder | $3,822 | $15,030-74.6% | $12,989-70.6% | $13,392-71.5% |