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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 | $52,606 | $183,539-71.3% | $155,556-66.2% | $145,897-63.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.10% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,116 | $5,315-41.4% | $4,675-33.4% | $4,663-33.2% |
| Participant deferral / active EE | $4,638 | $6,467-28.3% | $5,631-17.6% | $6,689-30.7% |
| Admin fee / account holder | $793 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |