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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 | $49,641 | $217,432-77.2% | $185,849-73.3% | $167,536-70.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 22.26% | 148.42%-126.2pp | 122.10%-99.8pp | 478.82%-456.6pp |
| Employer contribution / active EE | $1,634 | $5,875-72.2% | $5,169-68.4% | $4,839-66.2% |
| Participant deferral / active EE | $8,000 | $6,357+25.8% | $5,569+43.7% | $6,342+26.1% |
| Admin fee / account holder | $707 | $19,818-96.4% | $16,244-95.6% | $12,315-94.3% |