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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 | $45,908 | $100,139-54.2% | $85,187-46.1% | $145,884-68.5% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 14.26% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,608 | $3,238-19.4% | $2,732-4.5% | $4,662-44.1% |
| Participant deferral / active EE | $5,049 | $5,296-4.6% | $4,525+11.6% | $6,690-24.5% |
| Admin fee / account holder | $2,673 | $7,262-63.2% | $6,162-56.6% | $13,392-80.0% |