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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 | $71,768 | $175,259-59.1% | $149,723-52.1% | $139,487-48.5% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-20.0pp | 80.3%-21.5pp |
| Annual return | 16.15% | 166.82%-150.7pp | 134.50%-118.3pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,147 | $5,478-60.8% | $4,821-55.5% | $4,755-54.9% |
| Participant deferral / active EE | $6,805 | $6,522+4.3% | $5,682+19.8% | $6,713+1.4% |
| Admin fee / account holder | $974 | $16,158-94.0% | $13,215-92.6% | $11,407-91.5% |