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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 | $57,010 | $152,612-62.6% | $125,192-54.5% | $152,897-62.7% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 17.33% | 54.85%-37.5pp | 43.79%-26.5pp | 345.43%-328.1pp |
| Employer contribution / active EE | $2,025 | $4,947-59.1% | $3,866-47.6% | $4,764-57.5% |
| Participant deferral / active EE | $2,512 | $5,868-57.2% | $4,937-49.1% | $5,851-57.1% |
| Admin fee / account holder | $3,086 | $13,437-77.0% | $9,704-68.2% | $11,599-73.4% |