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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 | $50,940 | $157,296-67.6% | $141,191-63.9% | $152,897-66.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 28.86% | 64.34%-35.5pp | 71.41%-42.5pp | 345.43%-316.6pp |
| Employer contribution / active EE | $2,765 | $5,262-47.5% | $4,736-41.6% | $4,764-42.0% |
| Participant deferral / active EE | $4,357 | $7,111-38.7% | $6,710-35.1% | $5,851-25.5% |
| Admin fee / account holder | $6,132 | $12,125-49.4% | $10,264-40.3% | $11,599-47.1% |