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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 | $57,524 | $166,268-65.4% | $165,100-65.2% | $145,897-60.6% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 14.92% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,155 | $5,284-40.3% | $4,348-27.4% | $4,663-32.3% |
| Participant deferral / active EE | $4,103 | $6,964-41.1% | $6,035-32.0% | $6,689-38.7% |
| Admin fee / account holder | $559 | $16,659-96.6% | $12,696-95.6% | $13,390-95.8% |