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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 | $74,169 | $165,381-55.2% | $149,730-50.5% | $158,966-53.3% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 13.40% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.5pp |
| Employer contribution / active EE | $2,419 | $5,104-52.6% | $4,645-47.9% | $4,762-49.2% |
| Participant deferral / active EE | $3,721 | $7,182-48.2% | $6,843-45.6% | $5,983-37.8% |
| Admin fee / account holder | $3,383 | $10,809-68.7% | $9,310-63.7% | $11,250-69.9% |