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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 | $79,184 | $166,131-52.3% | $164,975-52.0% | $145,877-45.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 17.62% | 100.37%-82.7pp | 70.12%-52.5pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,392 | $5,276-73.6% | $4,343-68.0% | $4,663-70.2% |
| Participant deferral / active EE | $2,649 | $6,962-61.9% | $6,033-56.1% | $6,691-60.4% |
| Admin fee / account holder | $4,087 | $16,648-75.4% | $12,688-67.8% | $13,402-69.5% |