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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 | $56,552 | $157,304-64.0% | $141,197-59.9% | $152,909-63.0% |
| Participation rate | 60.9% | 84.8%-24.0pp | 82.5%-21.6pp | 82.5%-21.6pp |
| Annual return | 20.65% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,123 | $5,263-59.7% | $4,736-55.2% | $4,764-55.4% |
| Participant deferral / active EE | $4,660 | $7,111-34.5% | $6,710-30.6% | $5,851-20.4% |
| Admin fee / account holder | $1,711 | $12,126-85.9% | $10,265-83.3% | $11,601-85.3% |