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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 | $65,329 | $105,198-37.9% | $159,455-59.0% | $85,856-23.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 17.04% | 45.08%-28.0pp | 263.63%-246.6pp | 318.58%-301.5pp |
| Employer contribution / active EE | $2,143 | $3,319-35.4% | $4,830-55.6% | $2,565-16.5% |
| Participant deferral / active EE | $3,339 | $5,946-43.8% | $7,353-54.6% | $3,952-15.5% |
| Admin fee / account holder | $2,841 | $6,934-59.0% | $10,800-73.7% | $6,261-54.6% |