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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 | $77,622 | $166,268-53.3% | $165,100-53.0% | $145,897-46.8% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 13.07% | 100.52%-87.5pp | 70.21%-57.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,320 | $5,284-56.1% | $4,348-46.6% | $4,663-50.2% |
| Participant deferral / active EE | $8,691 | $6,964+24.8% | $6,035+44.0% | $6,689+29.9% |
| Admin fee / account holder | $15,274 | $16,659-8.3% | $12,696+20.3% | $13,390+14.1% |