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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 | $55,702 | $175,231-68.2% | $149,696-62.8% | $139,466-60.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 24.30% | 166.77%-142.5pp | 134.46%-110.2pp | 373.66%-349.4pp |
| Employer contribution / active EE | $2,643 | $5,478-51.7% | $4,821-45.2% | $4,754-44.4% |
| Participant deferral / active EE | $6,476 | $6,521-0.7% | $5,682+14.0% | $6,712-3.5% |
| Admin fee / account holder | $5,591 | $16,155-65.4% | $13,212-57.7% | $11,409-51.0% |