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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 | $29,850 | $185,856-83.9% | $170,028-82.4% | $139,456-78.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 27.78% | 60.52%-32.7pp | 53.39%-25.6pp | 373.45%-345.7pp |
| Employer contribution / active EE | $2,051 | $7,593-73.0% | $6,788-69.8% | $4,753-56.8% |
| Participant deferral / active EE | $5,722 | $11,623-50.8% | $10,409-45.0% | $6,711-14.7% |
| Admin fee / account holder | $4,664 | $15,387-69.7% | $12,820-63.6% | $11,407-59.1% |