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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 | $98,313 | $166,131-40.8% | $164,975-40.4% | $145,877-32.6% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 14.69% | 100.37%-85.7pp | 70.12%-55.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,502 | $5,276-52.6% | $4,343-42.4% | $4,663-46.3% |
| Participant deferral / active EE | $4,165 | $6,962-40.2% | $6,033-31.0% | $6,691-37.7% |
| Admin fee / account holder | $2,358 | $16,648-85.8% | $12,688-81.4% | $13,402-82.4% |