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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 | $74,461 | $157,296-52.7% | $141,191-47.3% | $152,897-51.3% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 22.50% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,613 | $5,262-50.3% | $4,736-44.8% | $4,764-45.1% |
| Participant deferral / active EE | $7,690 | $7,111+8.1% | $6,710+14.6% | $5,851+31.4% |
| Admin fee / account holder | $1,061 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |