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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 | $119,012 | $157,296-24.3% | $141,191-15.7% | $152,897-22.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 23.71% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,589 | $5,262-50.8% | $4,736-45.3% | $4,764-45.7% |
| Participant deferral / active EE | $5,446 | $7,111-23.4% | $6,710-18.8% | $5,851-6.9% |
| Admin fee / account holder | $2,198 | $12,125-81.9% | $10,264-78.6% | $11,599-81.1% |