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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 | $81,464 | $183,539-55.6% | $155,556-47.6% | $145,897-44.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 9.98% | 61.31%-51.3pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,820 | $5,315-46.9% | $4,675-39.7% | $4,663-39.5% |
| Participant deferral / active EE | $3,628 | $6,467-43.9% | $5,631-35.6% | $6,689-45.8% |
| Admin fee / account holder | $14,875 | $19,275-22.8% | $15,885-6.4% | $13,390+11.1% |