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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 | $48,398 | $148,629-67.4% | $135,982-64.4% | $139,487-65.3% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 22.87% | 79.33%-56.5pp | 68.32%-45.5pp | 373.84%-351.0pp |
| Employer contribution / active EE | $2,659 | $5,247-49.3% | $4,859-45.3% | $4,755-44.1% |
| Participant deferral / active EE | $7,679 | $8,102-5.2% | $7,760-1.0% | $6,713+14.4% |
| Admin fee / account holder | $416 | $12,406-96.7% | $10,767-96.1% | $11,407-96.4% |