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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 | $80,618 | $168,636-52.2% | $147,618-45.4% | $125,388-35.7% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | 2.69% | 77.65%-75.0pp | 61.98%-59.3pp | 282.24%-279.6pp |
| Employer contribution / active EE | $2,787 | $6,252-55.4% | $5,565-49.9% | $4,866-42.7% |
| Participant deferral / active EE | $4,425 | $5,507-19.6% | $4,895-9.6% | $5,352-17.3% |
| Admin fee / account holder | $2,456 | $13,580-81.9% | $11,612-78.8% | $9,541-74.3% |