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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 | $42,095 | $166,242-74.7% | $165,071-74.5% | $145,884-71.1% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 14.54% | 100.44%-85.9pp | 70.17%-55.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,582 | $5,283-70.1% | $4,347-63.6% | $4,662-66.1% |
| Participant deferral / active EE | $4,260 | $6,964-38.8% | $6,035-29.4% | $6,690-36.3% |
| Admin fee / account holder | $2,523 | $16,658-84.9% | $12,695-80.1% | $13,392-81.2% |