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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 | $71,114 | $148,623-52.2% | $135,974-47.7% | $139,466-49.0% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 13.96% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,952 | $5,246-43.7% | $4,859-39.2% | $4,754-37.9% |
| Participant deferral / active EE | $7,921 | $8,103-2.2% | $7,760+2.1% | $6,712+18.0% |
| Admin fee / account holder | $4,127 | $12,406-66.7% | $10,767-61.7% | $11,409-63.8% |