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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 | $42,248 | $166,268-74.6% | $165,100-74.4% | $145,897-71.0% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 15.87% | 100.52%-84.7pp | 70.21%-54.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,685 | $5,284-49.2% | $4,348-38.2% | $4,663-42.4% |
| Participant deferral / active EE | $6,133 | $6,964-11.9% | $6,035+1.6% | $6,689-8.3% |
| Admin fee / account holder | $854 | $16,659-94.9% | $12,696-93.3% | $13,390-93.6% |