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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 | $49,702 | $67,823-26.7% | $52,425-5.2% | $137,256-63.8% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 14.44% | 219.11%-204.7pp | 302.12%-287.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $6,446 | $1,163+454.2% | $914+605.1% | $4,156+55.1% |
| Participant deferral / active EE | $12,603 | $2,288+450.8% | $1,790+603.9% | $6,407+96.7% |
| Admin fee / account holder | $2,639 | $2,844-7.2% | $2,495+5.8% | $12,270-78.5% |