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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 | $66,172 | $129,737-49.0% | $119,126-44.5% | $154,746-57.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.60% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,396 | $4,375-45.2% | $4,034-40.6% | $4,379-45.3% |
| Participant deferral / active EE | $5,187 | $5,842-11.2% | $5,318-2.5% | $6,730-22.9% |
| Admin fee / account holder | $7,463 | $11,961-37.6% | $10,693-30.2% | $14,365-48.1% |