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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 | $62,888 | $183,516-65.7% | $155,534-59.6% | $145,884-56.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.26% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,900 | $5,315-64.2% | $4,675-59.4% | $4,662-59.2% |
| Participant deferral / active EE | $11,250 | $6,467+74.0% | $5,630+99.8% | $6,690+68.2% |
| Admin fee / account holder | $308 | $19,293-98.4% | $15,900-98.1% | $13,392-97.7% |