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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 | $76,928 | $166,268-53.7% | $165,100-53.4% | $145,897-47.3% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 13.38% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,165 | $5,284-59.0% | $4,348-50.2% | $4,663-53.6% |
| Participant deferral / active EE | $4,373 | $6,964-37.2% | $6,035-27.5% | $6,689-34.6% |
| Admin fee / account holder | $406 | $16,659-97.6% | $12,696-96.8% | $13,390-97.0% |