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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 | $56,099 | $166,268-66.3% | $165,100-66.0% | $145,897-61.5% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 8.94% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,152 | $5,284-59.3% | $4,348-50.5% | $4,663-53.8% |
| Participant deferral / active EE | $4,773 | $6,964-31.5% | $6,035-20.9% | $6,689-28.6% |
| Admin fee / account holder | $6,280 | $16,659-62.3% | $12,696-50.5% | $13,390-53.1% |