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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 | $52,619 | $157,304-66.5% | $141,197-62.7% | $152,909-65.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 26.11% | 64.34%-38.2pp | 71.41%-45.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $1,136 | $5,263-78.4% | $4,736-76.0% | $4,764-76.2% |
| Participant deferral / active EE | $6,329 | $7,111-11.0% | $6,710-5.7% | $5,851+8.2% |
| Admin fee / account holder | $5,053 | $12,126-58.3% | $10,265-50.8% | $11,601-56.4% |