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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 | $45,303 | $166,020-72.7% | $164,866-72.5% | $145,959-69.0% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 81.89% | 100.08%-18.2pp | 69.97%+11.9pp | 561.95%-480.1pp |
| Employer contribution / active EE | $1,595 | $5,275-69.8% | $4,343-63.3% | $4,661-65.8% |
| Participant deferral / active EE | $2,467 | $6,961-64.6% | $6,033-59.1% | $6,689-63.1% |
| Admin fee / account holder | $523 | $16,644-96.9% | $12,689-95.9% | $13,398-96.1% |