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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 | $166,131-53.3% | $164,975-52.9% | $145,877-46.8% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 13.07% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,320 | $5,276-56.0% | $4,343-46.6% | $4,663-50.3% |
| Participant deferral / active EE | $8,691 | $6,962+24.8% | $6,033+44.0% | $6,691+29.9% |
| Admin fee / account holder | $15,274 | $16,648-8.3% | $12,688+20.4% | $13,402+14.0% |