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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 | $67,638 | $157,276-57.0% | $141,177-52.1% | $152,885-55.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 16.26% | 64.33%-48.1pp | 71.40%-55.1pp | 345.39%-329.1pp |
| Employer contribution / active EE | $2,343 | $5,262-55.5% | $4,736-50.5% | $4,763-50.8% |
| Participant deferral / active EE | $3,540 | $7,110-50.2% | $6,710-47.2% | $5,851-39.5% |
| Admin fee / account holder | $8,034 | $12,123-33.7% | $10,263-21.7% | $11,598-30.7% |