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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 | $48,524 | $227,597-78.7% | $189,575-74.4% | $167,536-71.0% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.4%-20.6pp | 82.1%-24.2pp |
| Annual return | 13.22% | 78.44%-65.2pp | 64.19%-51.0pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,300 | $5,316-75.6% | $4,412-70.5% | $4,839-73.1% |
| Participant deferral / active EE | $1,996 | $7,002-71.5% | $6,174-67.7% | $6,342-68.5% |
| Admin fee / account holder | $6,743 | $11,877-43.2% | $9,806-31.2% | $12,315-45.2% |