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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 | $53,983 | $166,131-67.5% | $164,975-67.3% | $145,877-63.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 21.49% | 100.37%-78.9pp | 70.12%-48.6pp | 551.28%-529.8pp |
| Employer contribution / active EE | $6,434 | $5,276+22.0% | $4,343+48.2% | $4,663+38.0% |
| Participant deferral / active EE | $13,668 | $6,962+96.3% | $6,033+126.5% | $6,691+104.3% |
| Admin fee / account holder | $8,988 | $16,648-46.0% | $12,688-29.2% | $13,402-32.9% |