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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 | $71,710 | $183,516-60.9% | $155,534-53.9% | $145,884-50.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.82% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,784 | $5,315-66.4% | $4,675-61.8% | $4,662-61.7% |
| Participant deferral / active EE | $6,357 | $6,467-1.7% | $5,630+12.9% | $6,690-5.0% |
| Admin fee / account holder | $11,781 | $19,293-38.9% | $15,900-25.9% | $13,392-12.0% |