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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 | $71,869 | $166,268-56.8% | $165,100-56.5% | $145,897-50.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 13.28% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,079 | $5,284-60.7% | $4,348-52.2% | $4,663-55.4% |
| Participant deferral / active EE | $3,519 | $6,964-49.5% | $6,035-41.7% | $6,689-47.4% |
| Admin fee / account holder | $8,248 | $16,659-50.5% | $12,696-35.0% | $13,390-38.4% |