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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 | $52,048 | $157,304-66.9% | $141,197-63.1% | $152,909-66.0% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 18.94% | 64.34%-45.4pp | 71.41%-52.5pp | 345.46%-326.5pp |
| Employer contribution / active EE | $3,305 | $5,263-37.2% | $4,736-30.2% | $4,764-30.6% |
| Participant deferral / active EE | $5,147 | $7,111-27.6% | $6,710-23.3% | $5,851-12.0% |
| Admin fee / account holder | $2,959 | $12,126-75.6% | $10,265-71.2% | $11,601-74.5% |