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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 | $43,034 | $175,231-75.4% | $149,696-71.3% | $139,466-69.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.98% | 166.77%-139.8pp | 134.46%-107.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $4,053 | $5,478-26.0% | $4,821-15.9% | $4,754-14.7% |
| Participant deferral / active EE | $5,060 | $6,521-22.4% | $5,682-10.9% | $6,712-24.6% |
| Admin fee / account holder | $1,580 | $16,155-90.2% | $13,212-88.0% | $11,409-86.2% |