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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 | $66,331 | $152,619-56.5% | $125,195-47.0% | $152,909-56.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 24.03% | 54.85%-30.8pp | 43.79%-19.8pp | 345.46%-321.4pp |
| Employer contribution / active EE | $2,421 | $4,947-51.1% | $3,866-37.4% | $4,764-49.2% |
| Participant deferral / active EE | $5,360 | $5,869-8.7% | $4,937+8.5% | $5,851-8.4% |
| Admin fee / account holder | $3,409 | $13,437-74.6% | $9,704-64.9% | $11,601-70.6% |