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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 | $52,909 | $148,623-64.4% | $135,974-61.1% | $139,466-62.1% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.5pp |
| Annual return | 17.41% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,538 | $5,246-70.7% | $4,859-68.3% | $4,754-67.6% |
| Participant deferral / active EE | $11,054 | $8,103+36.4% | $7,760+42.4% | $6,712+64.7% |
| Admin fee / account holder | $3,255 | $12,406-73.8% | $10,767-69.8% | $11,409-71.5% |